Courtney Folkerts

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

• 05/2016 → 10/2017
  Jackson National Life Distributors Llc
  Denver, CO
• 10/2017 → 03/2020
  Invesco Distributors Inc
  Houston, TX
• 03/2020 → 07/2022
  Crossmark Global Investments
  Houston, TX
• 07/2022 → 09/2025
  Avantax Investment Services Inc
  Dallas, TX
• 10/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 03/2025 → Present
  Cetera Advisors Llc
  Greenwood Village, CO
• 07/2022 → 09/2025
  Avantax Advisory Services
  Dallas, TX
• 03/2025 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 03/2025 → Present
  Cetera Investment Services Llc
  St Cloud, MN

Previous Registrations

• 2022-07-13 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Katy, TX
• 2020-03-25 → 2022-07-08
  Crossmark Global Investments, Inc.
  Houston, TX
• 2018-03-21 → 2020-03-06
  Invesco Advisers, Inc.
  Houston, TX
• 2014-08-28 → 2016-04-04
  Curian Capital, Llc
  Denver, CO
• 2014-02-20 → 2014-08-22
  A & I Wealth Management
  Englewood, CO
• 2010-10-19 → 2013-08-21
  Financial Security Management, Inc
  Lakewood, CO
• 2010-08-26 → 2010-12-31
  National Planning Corporation
  Lakewood, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-08-24
• S63 Uniform Securities Agent State Law Examination
  2010-08-02

Other Names

• Courtney Blaire Folkerts