Best Investors
Account
Sign in
Best Investors
Account
Sign in
Cetera Investment Advisers LLC CRD 105644
$257B regulatory AUM 24,019 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The State Bank | Fenton | MI | 04/2013 | 12/2019 |
| Cetera Investment Services | St.CLoud | MN | 04/2013 | 12/2019 |
| Cetera Investment Advisers Llc | Fenton | MI | 01/2014 | 12/2019 |
| Lpl Financial Llc | Pinckney | MI | 12/2019 | 12/2024 |
| Cetera Advisors Llc | St Cloud | MN | 12/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 12/2024 | Present |
| Emery Financial Llc | Pinckney | MI | 01/2026 | Present |
1. NAME OF OTHER BUSINESS: EMERY FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 12/2019 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 POSITION/TITLE/RELATIONSHIP: OWNER BRIEF DESCRIPTION OF DUTIES: PROVIDING FINANCIAL SERVICES TO CLIENTS. 2. NAME OF OTHER BUSINESS: EMERY FINANCIAL LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX & ACCOUNTING; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION SERVICES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-14 |
Reach out to this advisor