Brian Douglas Schneider

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

• 09/2014 → 06/2021
  Voya Financial Advisors
  Barrington, IL
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2005-02-02 → 2021-06-09
  Voya Financial Advisors, Inc.
  Naperville, IL
  Inverness, IL
  Round Lake, IL
  Barrington, IL
  Brooklyn Park, MN
  Windsor, CT

Other Businesses

NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 2357 E GLACIAL PEAK DR Draper, UT 84020; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 1/6/2005; 160; 160; SALES OF FIXED INSURANCE PRODUCTS|NAME OF ENTITY: Schneider Financial Services, Inc.; Yes; 2357 E GLACIAL PEAK DR Draper, UT 84020; DBA; Owner; 12/1/2009; 160; 160; DBA for sales of insurance and securities products.|

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-01-14
• S63 Uniform Securities Agent State Law Examination
  2004-04-23