Scott Alexander Davis

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

• 02/2012 → 09/2019
  Cliftonlarsonallen Wealth Advisors, Llc
  Peoria, IL
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2015 → Present
  Smd Llc
  Normal, IL
• 09/2017 → Present
  Chair Of Illinois State University Education Investment Fund
  Normal, IL
• 09/2019 → Present
  Illinois State University Finance Advisory Board
  Normal, IL
• 09/2019 → Present
  Renaissance Wealth Advisors Bn
  Bloomington, IL
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2012-02-27 → 2019-09-30
  Cliftonlarsonallen Wealth Advisors, Llc
  Minneapolis, MN
  Peoria, IL
  Minneapolis, MN
  Peoria, IL
  Bloomington, IL
• 2008-06-25 → 2012-02-27
  Clifton Gunderson Wealth Advisors
  Peoria, IL
• 2007-12-04 → 2008-06-13
  Thrivent Investment Management Inc.
  Forsyth, IL
  St Louis, MO
  Springfield, IL

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 APX NUMBER OF HOURS PER WEEK: 1.2 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, AND LONG-TERM CARE 2. NAME OF OTHER BUSINESS: SMD LLC INVESTMENT RELATED: NO ADDRESS: 214 CROSSING DRIVE, NORMAL, IL 61761 NATURE OF BUSINESS: MANAGEMENT OF PERSONALLY OWNED RENTAL START DATE: 1/2015 POSITION/TITLE/RELATIONSHIP: OWNER/MANAGER APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: MINOR MAINTENANCE OF PROPERTY AND ACQUISITION/MAINTENANCE OF TENANT RELATIONSHIPS. 3. NAME OF OTHER BUSINESS: CHAIR OF ILLINOIS STATE UNIVERSITY EDUCATION INVESTMENT FUND INVESTMENT RELATED: NO ADDRESS: CAMPUS BOX 5500, NORMAL IL 61790 NATURE OF BUSINESS: STUDENT COURSE IN INVESTMENTS THAT IS BASED AROUND ANALYZING INVESTMENTS FOR AN ENDOWMENT FOR THE COLLEGE OF BUSINESS AT ILLINOIS STATE UNIVERSITY START DATE: 9/2017 POSITION/TITLE/RELATIONSHIP: CHAIR OF THE BOARD APX NUMBER OF HOURS PER WEEK: ROUGHLY 30 HOURS ANNUALLY APX NUMBER OF HOURS DURING TRADING HOURS: ROUGHLY 30 HOURS ANNUALLY BRIEF DESCRIPTION OF DUTIES: MY MAIN RESPONSIBILITY IT TO CONDUCT MEETINGS THAT ARE HELD FOUR TIMES PER YEAR. BOARD MEMBERS ALSO EVALUATE STUDENT ANALYSIS AND PROVIDE MENTORSHIP. I DO NOT MAKE INVESTMENT RECOMMENDATIONS NOR DO I MANAGE THIS PORTFOLIO OR HAVE ACCESS TO ACCOUNTS. ALL PORTFOLIO DECISIONS ARE MADE BY THE COLLEGE OF BUSINESS CHAIR PERSON. 4. NAME OF OTHER BUSINESS: ILLINOIS STATE UNIVERSITY FINANCE ADVISORY BOARD INVESTMENT RELATED: NO ADDRESS: CAMPUS BOX 5500, NORMAL IL 61790 NATURE OF BUSINESS: ADVISORY BOARD FOR ILLINOIS STATE UNIVERSITY FINANCE DEPARTMENT START DATE: 9/2019 POSITION/TITLE/RELATIONSHIP: ADVISORY BOARD MEMBER APX NUMBER OF HOURS PER WEEK: TO BE DETERMINED APX NUMBER OF HOURS DURING TRADING HOURS: TO BE DETERMINED BRIEF DESCRIPTION OF DUTIES: PRIMARY FUNCTION OF BOARD MEMBERS IS TO PROVIDE COMMENTARY AND FEEDBACK TO HELP SHAPE THE FINANCE CURRICULUM AT ISU. 5. NAME OF OTHER BUSINESS: RENAISSANCE WEALTH MANAGEMENT BN; INVESTMENT RELATED: YES; ADDRESS: 1 BRICKYARD DR STE 201, BLOOMINGTON, IL 61701; NATURE OF BUSINESS: PROVIDE ADVISORY AND BROKERAGE SERVICES TO CLIENTS; START DATE: 08/2019; POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: PROVIDE ADVISORY AND BROKERAGE SERVICES; 6. NAME OF OTHER BUSINESS: KIWANIS CLUB OF BLOOMINGTON; INVESTMENT RELATED: NO; ADDRESS: 1403 MONTEREY PIND DR, NORMAL, IL 61761; NATURE OF BUSINESS: BOARD; START DATE: 10/2022; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: GENERAL BOOKKEEPING, COLLECTION/DEPOSIT OF MEMBERS' DUES, PAYMENT OF BILLS AS NEEDED, REPORTING ACCOUNT LEVELS & ACTIVITY TO THE BOARD;

Exams

• S66 Uniform Combined State Law Examination
  2007-12-03

Designations

• Certified Financial Planner
• Chartered Financial Analyst