Daniel Keith Baer

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2018-04-02

PA RA
APPROVED

Since 2018-04-02

Branch Locations

850 Norland Avenue, Chambersburg, PA 17201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Acnb Bank	Gettysburg	PA	11/2014	Present
Cetera Investment Services Llc	St. Cloud	MN	10/2017	Present
Cetera Investment Advisers Llc	Chambersburg	PA	04/2018	Present

11/2014 → Present

Acnb Bank

Gettysburg, PA
10/2017 → Present

Cetera Investment Services Llc

St. Cloud, MN
04/2018 → Present

Cetera Investment Advisers Llc

Chambersburg, PA

Previous Registrations

2007-02-26 → 2014-12-17

Cetera Wealth Services, Llc

Shippensburg, PA

Shippensburg, PA

Other Businesses

1. TRUST AND ESTATE ADMINISTRATION FOR THE BANK. 2. GREATER CHAMBERSBERG CHAMBER FOUNDATION, BOARD MEMBER, FOCUSED ON CHARITABLE AND EDUCATIONAL PURPOSES.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-03-30
S63	Uniform Securities Agent State Law Examination	2002-12-18

S66 Uniform Combined State Law Examination

2018-03-30
S63 Uniform Securities Agent State Law Examination

2002-12-18

View on SEC IAPD