Best Investors Account Sign in
Claim This Profile
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:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2023-08-10
  • SC RA
    APPROVED
    Since 2023-08-10

Branch Locations

225 Seven Farms Dr Ste 106, Daniel Island, SC 29492 • United States

161 Centre St St F, Orangeburg, SC 29115 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Commonweatlh Financial Group Daniel Island SC 06/2003 Present
Minnesota Life Insurance Company St. Paul MN 06/2004 08/2023
Securian Financial Services St. Paul MN 06/2004 08/2023
Cetera Wealth Services, Llc Daniel Island SC 08/2023 Present
Cetera Investment Advisers Llc Schaumburg IL 08/2023 Present
  • 06/2003 → Present
    The Commonweatlh Financial Group
    Daniel Island, SC
  • 06/2004 → 08/2023
    Minnesota Life Insurance Company
    St. Paul, MN
  • 06/2004 → 08/2023
    Securian Financial Services
    St. Paul, MN
  • 08/2023 → Present
    Cetera Wealth Services, Llc
    Daniel Island, SC
  • 08/2023 → Present
    Schaumburg, IL
Previous Registrations
  • 2004-08-02 → 2023-08-10
    Securian Financial Services, Inc.
    Daniel Island, SC
    Daniel Island, SC
    Daniel Island, SC
    Orangeburg, SC
    St. Paul, MN
Other Businesses

1) COMMONWEALTH FINANCIAL GROUP POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/01/2018 ADDRESS: , Daniel Island SC , United States DESCRIPTION: Agent/Broker 2) FIRST BAPTIST CHURCH ORANGEBURG POSITION: Member NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 04/01/2018 ADDRESS: , Orangeburg SC , United States DESCRIPTION: Member 3) Blanchard NAME OF OTHER BUSINESS: JENNIFER BLANCHARD; INVESTMENT RELATED: NO; ADDRESS: 74 W RIDGE DRIVE BRYSON CITY, NC 28713; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 07/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SHORT TERM RENTAL HOME; 4) NAME OF OTHER BUSINESS: THE SAMARITAN HOUSE OF ORANGEBURG; INVESTMENT RELATED: NO; ADDRESS: 1580 MIDDLETON ST ORANGEBURG, SC 29115; NATURE OF BUSINESS: NON PROFIT; START DATE: 01/2023; POSITION/TITLE/RELATIONSHIP: COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SERVE ON THE FUNDRAISING COMMITTEE AND HELP PLAN EVENTS AND SELL RAFFLE TICKETS FOR THE HOMELESS SHELTER; 5) NAME OF OTHER BUSINESS: ORANGEBURG CIVIC BALLET; INVESTMENT RELATED: NO; ADDRESS: 1321 SPRINGDALE DR, ORANGEBURG, SC 29118; NATURE OF BUSINESS: BOARD; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SERVE ON THE BOARD MAKING DECISIONS FOR THE ORGANIZATION;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-07-30
  • S66 Uniform Combined State Law Examination
    2004-07-30
Other Names
  • Jennifer G Blanchard
  • Jennifer Lynn Garrick

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Daniel Island, SC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor