Terresa Elizabeth Laird

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

• 03/2017 → 08/2023
  Rbc Capital Markets, Llc
  Minneapolis, MN
• 10/2016 → 03/2017
  Unemployed
  Minnetonka, MN
• 12/2006 → 10/2016
  Quantitative Advantage, Llc
  Minnetonka, MN
• 09/2023 → 03/2025
  Unemployed
  Minnetonka, MN
• 04/2025 → Present
  Advisornet Financial Inc Dba Portfolio Partners
  Minnetonka, MN
• 04/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2018-03-31 → 2023-09-20
  Rbc Capital Markets, Llc
  Minneapolis, MN

Other Businesses

1. NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL INC DBA PORTFOLIO PARTNERS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SECURITIES DBA; START DATE: 04/2025; POSITION/TITLE/RELATIONSHIP: REGISTERED ADMINISTRATIVE ASSISTANT; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 6.5; BRIEF DESCRIPTION OF DUTIES: IMPLEMENT SMA ACCOUNTS FOR ADVISORS THAT USE ADVISORNET/PORTFOLIO PARTNERS AS A TRADING PARTNER: INVESTNET NEW ACCOUNTS, INVEST NEW DEPOSITS, RAISE CASH, TAX HARVESTING, ACCOUNT STRATEGY UPDATES, ACCOUNT TERMINATION, DRIFT, SUPPLY ADVISORS WITH ACCOUNT DETAILS INCLUDING HOW THE ACCOUNT IS DOING;

Exams

• S66 Uniform Combined State Law Examination
  2018-03-30

Other Names

• Terresa Elizabeth Staroselec
• Tess Elizabeth Staroselec
• Tess Elizabeth Laird
• Terresa Elizabeth Laird