Alexander William Lippert

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

• 01/2011 → 08/2023
  Securian Financial Services Inc.
  St. Paul, MN
• 01/2011 → 09/2023
  Strategic Financial Partners
  Colorado Springs, CO
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Colorado Springs, CO
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2020 → Present
  Everoak Wealth Co
  Colorado Springs, CO

Previous Registrations

• 2011-03-21 → 2023-08-10
  Securian Financial Services, Inc.
  Colorado Springs, CO
  Colorado Springs, CO
  St. Paul, MN

Other Businesses

1) FIXED INSURANCE WITH VARIOUS COMPANIES, Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2017 ADDRESS: , Colorado Springs CO , United States DESCRIPTION: Agent/Broker 2) ROCKY MOUNTAIN FIELD INSTITUTE POSITION: Advisory Board NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 02/16/2021 ADDRESS: 815 South 25th Street, Suite 101, Colorado Springs CO 80904, United States DESCRIPTION: RMFI is a local non-profit that is dedicated to trail maintenance, nature stewardship, education and research and will be a 100% volunteer role for me serving on the board. 3) AUTHOR/PODCASTER/SPEAKER POSITION: Owner NATURE: Author/Podcaster/Speaker INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 09/17/2019 ADDRESS: 818 E Willamette Ave, Colorado Springs CO 80903, United States DESCRIPTION: Afterwork was re-released by Aspire Press on May 2nd, 2023. Our Podcast was released on May 1st 2023 and currently features one episode per month. Speaking engagements are not a frequent occurrence, maybe once per quarter on average. We do not address financial topics. The goal is to help people focus on the non-financial side of retirement for a purposeful life afterwork. 4) NAME OF OTHER BUSINESS: ALEXANDER LIPPERT; INVESTMENT RELATED: NO; ADDRESS: 818 E WILLIAMETTE AVE COLORADO SPGS, CO 80903; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 08/2023; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RENTAL PROPERTY, RENTAL HOME; 5) NAME OF OTHER BUSINESS: EVEROAK WEALTH CO., INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 07/2020, POSITION/TITLE/RELATIONSHIP: PART OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 6) NAME OF OTHER BUSINESS: EVEROAK FOUNDATION, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FOUNDATION, START DATE: 04/2022, POSITION/TITLE/RELATIONSHIP TREASURER:, APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: MANAGING BANK ACCOUNT AND OVERSEEING INVESTMENT ACCOUNT;

Exams

• S66 Uniform Combined State Law Examination
  2011-03-14

Designations

• Chartered Financial Analyst