Tod Ashley Siedell

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

• 01/2012 → 02/2025
  Concourse Financial Group Securities Inc
  Azle, TX
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Azle, TX
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2012-04-02 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Justin, TX
  Sugar Land, TX
  Azle, TX
  Birmingham, AL
• 2010-11-18 → 2012-01-23
  B. Riley Wealth Management
  Azle, TX
  Memphis, TN
• 2007-10-17 → 2010-09-01
  Edward Jones
  Justin, TX
  St Louis, MO

Other Businesses

TOD SIEDELL; Investment Related; Azle, TX 76020; Insurance; Producer; Start Date 10/2017; 10 hours per month with those 10 hours per month occurring during trading hours; Insurance sales

Exams

• S66 Uniform Combined State Law Examination
  2007-10-11

Other Names

• Tod Ashley Siedell
• Tod Ashley Siedell