Jane Ann Brockway

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2003 → 01/2021
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 09/2003 → 01/2021
  Cuna Mutual Group
  Waverly, IA
• 08/2022 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2021 → 08/2022
  Retired
  Champaign, IL
• 09/2022 → Present
  Brockway Wealth Partners
  Champaign, IL
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2006-02-28 → 2021-02-04
  Cuna Brokerage Services, Inc.
  Champaign, IL
  Champaign, IL

Other Businesses

(1) NAME OF OTHER BUSINESS: BROCKWAY WEALTH PARTNERS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 09/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; (2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 3/2023; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, FIXED ANNUITIES AND LONG-TERM CARE;

Exams

• S66 Uniform Combined State Law Examination
  2006-02-27
• S63 Uniform Securities Agent State Law Examination
  2000-01-13

Other Names

• Jane Ann Adami