Barbara H Mcfee Peisert

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 → 06/2021
  Voya Financial Advisors
  Minneapolis, MN
• 09/2017 → 11/2024
  Maranatha Christian Academy
  Brooklyn Park, MN
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 08/2023 → Present
  Mcfee Financial Group, Inc
  Minneapolis, MN

Previous Registrations

• 2018-11-16 → 2021-06-09
  Voya Financial Advisors, Inc.
  Minneapolis, MN
  St Paul, MN
  Maple Grove, MN

Other Businesses

1. NAME OF ENTITY:McFee Financial Group; Yes; 4640 OAK GROVE PARKWAY; MINNEAPOLIS; MN; 55443; Client Services; Manager of Private Client Services; 1/1/2010; 120; 40; client service, attending client meetings; 2. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 4640 OAK GROVE PKWY; MINNEAPOLIS; MN; 55443; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 8/10/2020; 0; 0; SALES OF FIXED INSURANCE PRODUCTS; 3 . NAME OF OTHER BUSINESS: ALPHA OMICRON PI FRATERNITY; INVESTMENT RELATED: NO; ADDRESS: 170 UNIVERSITY CENTER 410 S, 3RD, ST RIVER FALLS, WI 54002; NATURE OF BUSINESS: FRATERNITY VOLUNTEER POSITION; START DATE: 1/2023; POSITION/TITLE/RELATIONSHIP: DIRECTOR OF FINANCE; APX NUMBER OF HOURS PER WEEK: 1-2; APX NUMBER OF HOURS DURING TRADING HOURS: 1-2 BRIEF DESCRIPTION OF DUTIES: OVERSEE COLLEGE STUDENT FINANCE CHAIR; CREATE & MAINTAIN OFFICER BUDGET, ASSIST IN SUBMISSION OF IRS FORMS, OVERSEE TIMELY PAYMENT; 4. NAME OF OTHER BUSINESS: MCFEE FINANCIAL GROUP, INC- CRD#116432 INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: CCO START DATE: 08/2023, APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING DBA; 5. NAME OF OTHER BUSINESS: FINANCIAL PLANNING ASSOCIATION - MINNESOTA, INVESTMENT RELATED: NO, ADDRESS: 1601 UTICA AVE S, SUITE 213, B NATURE OF BUSINESS: NON-PROFIT, START DATE: 01/2025 POSITION/TITLE/RELATIONSHIP: TREASURER, APX NUMBER OF HOURS PER WEEK: 1, NIT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: PROMOTE ASSOCIATION, ATTEND BOARD MEETINGS, ASSISTS BOOKKEEPER WITH TAX RETURNS, ASSISTS COMMITTEES WITH BUDGET RESPONSIBILITIES, PREPARES AND PRESENTS UP-TO-DATE FINANCIAL STATEMENTS; 6. NAME OF OTHER BUSINESS: MCFEE FINANCIAL GROUP; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 01/2014, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 50, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-02
• S63 Uniform Securities Agent State Law Examination
  2015-10-28

Designations

• Certified Financial Planner

Other Names

• Barbara H Mcfee