Best Investors Account Sign in

Marie Elizabeth Wurtel

Cetera Investment Advisers LLC

Kildeer, IL

CRD 5232965

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
IL RA APPROVED 2008-01-07
  • IL RA
    APPROVED
    Since 2008-01-07

Branch Locations

Kildeer, IL • 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
Eric Wurtel & Associates, Inc. Kildeer IL 10/1993 09/2024
Cetera Financial Specialists Llc Schaumburg IL 08/2007 Present
Cetera Investment Advisers Llc Schaumburg IL 08/2007 Present
  • 10/1993 → 09/2024
    Eric Wurtel & Associates, Inc.
    Kildeer, IL
  • 08/2007 → Present
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 08/2007 → Present
    Cetera Investment Advisers Llc
    Schaumburg, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-05
  • S66 Uniform Combined State Law Examination
    2008-01-05

View on SEC IAPD

More in Kildeer, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor