Jacob Daniel Pfannenstiel

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

• 02/2007 → 06/2021
  Securities America Inc
  La Vista, NE
• 08/2014 → 06/2021
  Securities America Advisors
  La Vista, NE
• 12/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2021 → 12/2021
  Unemployed
  Omaha, NE
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-08-11 → 2021-06-02
  Securities America Advisors, Inc.
  La Vista, NE
  La Vista, NE

Exams

• S66 Uniform Combined State Law Examination
  2014-08-08

Other Names

• Jacob Pfannenstiel