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Current Employers
Cetera Investment Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-09-05
  • MA RA
    APPROVED
    Since 2025-09-05

Branch Locations

288 Walnut Street Suite 410, Newtonville, MA 02460 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Avantax Investment Services, Inc. Newton MA 02/2011 09/2025
Avantax Advisory Services Newton MA 05/2011 09/2025
Avantax Investment Services, Inc. Newton MA 06/2018 09/2025
Cetera Wealth Services, Llc Newtonville MA 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 02/2011 → 09/2025
    Avantax Investment Services, Inc.
    Newton, MA
  • 05/2011 → 09/2025
    Avantax Advisory Services
    Newton, MA
  • 06/2018 → 09/2025
    Avantax Investment Services, Inc.
    Newton, MA
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Newtonville, MA
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2011-05-09 → 2025-09-05
    Avantax Advisory Services
    Needham, MA
    Newton, MA
    Newtonville, MA
Other Businesses

Financial Planning Association~'NIR'~7535 E Hampden Ave, Suite 600~Denver~CO~80261~Other~Other~9/16/2015~4hrs~4hrs~I am a member of thee Association who has received approved media training and is authorized to speak to the media on behalf of the association|MA Society of Enrolled Agents~'NIR'~280 Summer St~Boston~MA~02108~Nonprofit~Director/Officer~7/1/2015~4hrs~0hrs~Governance and Policy|Urban Edge Housing Corp~'NIR'~Columbus Ave~Boston~MA~02119~Real Estate/Mortgage/Title Services/Appraisal~Director/Officer~10/21/2014~5hrs~3hrs~Monthly meetings; executive level decisions.|Zielonka Financial Services LLC~'NIR'~PO Box 256~Newton Upper Falls~MA~02464~Tax Preparation/Accounting~Tax Preparation/Accounting~6/22/2011~20hrs~10hrs~Marketing, management and direct provision of tax preparation and planning services.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-13
  • S66 Uniform Combined State Law Examination
    2007-03-13
Designations
Other Names
  • Nate Zielonka

View on SEC IAPD

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