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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
IL RA APPROVED 2025-09-03
ID RA APPROVED 2025-08-29
TX RA APPROVED 2025-08-29
OR RA APPROVED 2025-08-28
WA RA APPROVED 2025-08-28
  • IL RA
    APPROVED
    Since 2025-09-03
  • ID RA
    APPROVED
    Since 2025-08-29
  • TX RA
    APPROVED
    Since 2025-08-29
  • OR RA
    APPROVED
    Since 2025-08-28
  • WA RA
    APPROVED
    Since 2025-08-28

Branch Locations

12205 Sw Tualatin Rd. Unit 270, Tualatin, OR 97062 • United States

Portland, OR • United States

9 Tenth St, Priest River, ID 83856 • United States

5250 Old Orchard Rd Suite 300, Skokie, IL 60077 • United States

515 Pine St Ste D, Sandpoint, ID 83864 • United States

1420 5Th Ave Suite 2625, Seattle, WA 98101 • 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
Clear Financial Partners Lake Oswego OR 02/2011 02/2018
Amway Tualatin OR 05/2017 08/2018
Unemployed Tualatin OR 02/2018 06/2018
Northwestern Mutual Life Insurance Company Milwaukee WI 06/2018 04/2019
Thomas Jensen Portland OR 05/2019 10/2020
Fisher Investments Camas WA 10/2020 03/2024
Luke Madsen Lake Oswego OR 03/2024 05/2024
Luke Madsen Seattle WA 05/2024 08/2025
Northwestern Mutual Investment Services Llc Seattle WA 05/2024 08/2025
Northwestern Mutual Investment Services Llc Lake Oswego OR 08/2018 10/2020
Northwestern Mutual Wealth Management Company Milwaukee WI 06/2024 08/2025
Anderson, Foe, Kent, Madsen & Assoc Llc Dba Pillar Financial Grp Portland OR 08/2025 Present
Cetera Advisors Llc St Cloud MN 08/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 08/2025 Present
  • 02/2011 → 02/2018
    Clear Financial Partners
    Lake Oswego, OR
  • 05/2017 → 08/2018
    Amway
    Tualatin, OR
  • 02/2018 → 06/2018
    Unemployed
    Tualatin, OR
  • 06/2018 → 04/2019
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 05/2019 → 10/2020
    Thomas Jensen
    Portland, OR
  • 10/2020 → 03/2024
    Camas, WA
  • 03/2024 → 05/2024
    Luke Madsen
    Lake Oswego, OR
  • 05/2024 → 08/2025
    Luke Madsen
    Seattle, WA
  • 05/2024 → 08/2025
    Seattle, WA
  • 08/2018 → 10/2020
    Lake Oswego, OR
  • 06/2024 → 08/2025
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 08/2025 → Present
    Anderson, Foe, Kent, Madsen & Assoc Llc Dba Pillar Financial Grp
    Portland, OR
  • 08/2025 → Present
    Cetera Advisors Llc
    St Cloud, MN
  • 08/2025 → Present
    Schaumburg, IL
Previous Registrations
Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 04/2024 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 2 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: ANDERSON, FOE, KENT, MADSEN & ASSOCIATES, LLC DBA PILLAR FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 07/2021 POSITION/TITLE/RELATIONSHIP: PRIVATE WEALTH MANAGER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-05-30
S65 Uniform Investment Adviser Law Examination 2013-04-30
  • S63 Uniform Securities Agent State Law Examination
    2024-05-30
  • S65 Uniform Investment Adviser Law Examination
    2013-04-30
Other Names
  • Dan Bryan Willey
  • Dan Willey
  • Dan Willey
  • Dan Willey
  • Daniel Willie
  • Dan Willey
  • Daniel Bryan Willey
  • Daniel Bryan Willey
  • Dan Willey
  • Dan Willey

View on SEC IAPD

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