Crystal N Edwards

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

• 07/2013 → 11/2016
  Wells Fargo Advisors, Llc
  Des Moines, IA
• 11/2016 → 12/2016
  Wells Fargo Clearing Services, Llc
  Des Moines, IA
• 12/2016 → Present
  Community State Bank
  Ankeny, IA
• 01/2017 → Present
  Cetera Wealth Services, Llc
  Ankeny, IA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2013-10-10 → 2017-01-04
  Wells Fargo Clearing Services, Llc
  West Des Moines, IA
  Des Moines, IA
  West Des Moines, IA

Other Businesses

1. NAME OF OTHER BUSINESS: COMMUNITY STATE BANK DBA CSB FINANCIAL ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: BANK; START DATE: 12/2016; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: SOUTHLAWN CATERING COMPANY INVESTMENT RELATED: NO ADDRESS: 518 SW SOUTHLAWN DR ANKENY IA NATURE OF BUSINESS: CATERING POSITION/TITLE/RELATIONSHIP: CO-OWNER START DATE: 03/2016 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: ASSIST WITH BEHIND THE SCENE ORDERING

Exams

• S66 Uniform Combined State Law Examination
  2013-10-08

Other Names

• Crystal Nichole Mcclure
• Crystal Nichole Russell
• Crystal Nichole Edwards