Dayle Nelson Scheinman

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

• 06/2012 → 05/2025
  Lpl Financial, Llc
  Frisco, TX
• 01/2013 → 02/2017
  360 Wealth Management, Llc
  Dallas, TX
• 05/2025 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 05/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2012 → Present
  Lone Star Financial Partners, Inc.
  Grapevine, TX
• 03/2018 → Present
  Elevated Investment Partners
  Grapevine, TX

Previous Registrations

• 2012-06-29 → 2025-05-27
  Lpl Financial Llc
  Frisco, TX
  N. Richland Hills, TX
  San Diego, CA
  Frisco, TX
• 2013-01-28 → 2016-12-13
  Advisor Resource Council
  Lewisville, TX
• 2009-12-15 → 2012-06-29
  Investacorp Advisory Services Inc
  Fort Worth, TX
• 2009-04-23 → 2009-12-21
  Equitable Advisors, Llc
  Fort Worth, TX
• 2004-12-10 → 2006-09-28
  Strategic Advisers Llc
  Westlake, TX
• 2003-11-24 → 2004-09-27
  Equitable Advisors, Llc
  Fort Worth, TX

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 09/2002 APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 3 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: LONE STAR FINANCIAL PARTNERS, INC. INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: PASS THROUGH FOR FEES AND COMMISSIONS START DATE: 07/2012 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: OWNER - PASS THROUGH FOR FEES AND COMMISSIONS 3. NAME OF OTHER BUSINESS: ELEVATED INVESTMENT PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 03/2018 POSITION/TITLE/RELATIONSHIP: PRESIDENT / OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES

Exams

• S66 Uniform Combined State Law Examination
  2009-04-22

Other Names

• Dayle N Scheinman
• Dayle Scheinman