Amy R Rehn

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

• 06/2007 → 04/2024
  Triad Advisors, Inc
  Norcross, GA
• 04/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2024 → Present
  Cetera Advisors Llc
  St. Cloud, MN

Previous Registrations

• 2015-06-24 → 2024-04-01
  Triad Advisors Llc
  Atlanta, GA
• 2015-06-09 → 2024-04-01
  Osaic Advisory Services, Llc
  Atlanta, GA

Other Businesses

1. NAME OF OTHER BUSINESS: THE HUDGENS CENTER FOR ART AND LEARNING; INVESTMENT RELATED: NO; ADDRESS: 6400 SUGARLOAF PKWY BLDG #300 DALUTH, GA 30097 NATURE OF BUSINESS: NON PROFIT; START DATE: 01/2026; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SERVE AS TRUSTED ADVISOR TO THE EXECUTIVE DIRECTOR, ASSISTING IN THE DEVELOPMENT AND EXECUTION OF THE STRATEGIC PLAN, COMMUNITY SUPPORT AND ENGAGEMENT;

Exams

• S66 Uniform Combined State Law Examination
  2015-06-05
• S65 Uniform Investment Adviser Law Examination
  2004-06-17

Other Names

• Amy Rena Lackey