David M Telles

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

• 03/2017 → 11/2018
  Mml Investors Services, Llc
  Scottsdale, AZ
• 07/2016 → 03/2017
  Msi Financial Services
  Financial Services Representative, AZ
• 03/2017 → 11/2018
  Massachusetts Mutual Life Insurance Company
  Scottsdale, AZ
• 11/2018 → 04/2019
  Voya Financial Advisors, Inc.
  Scottsdale, AZ
• 05/2019 → 02/2026
  American United Life
  Gilbert, AZ
• 06/2019 → 06/2021
  Oneamerica Securities
  Gilbert, AZ
• 11/2021 → 10/2023
  Centaurus Financial Inc.
  Anaheim, CA
• 11/2023 → 06/2024
  Securities America, Inc.
  Tempe, AZ
• 11/2023 → 02/2026
  Pfg Advisors
  Tempe, AZ
• 06/2024 → 11/2025
  Osaic Wealth, Inc.
  Tempe, AZ
• 11/2025 → 02/2026
  United Planners
  Scottsdale, AZ
• 02/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 05/2026 → Present
  Telles Wealth Advisors
  Schaumburg, IL
• 08/2026 → Present
  Kierland Financial Group
  Scottsdale, AZ

Previous Registrations

• 2023-11-22 → 2025-12-08
  Pfg Advisors
  Chandler, AZ
  Tempe, AZ
• 2021-11-08 → 2023-10-20
  Centaurus Financial, Inc.
  Anaheim, CA
  Scottsdale, AZ
• 2019-08-29 → 2021-06-23
  Oneamerica Securities, Inc.
  Gilbert, AZ
  Indianapolis, IN

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 START DATE: 1/2026 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: FFEC WEALTH PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 1/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND WEALTH MANAGEMENT DUTIES 3. NAME OF OTHER BUSINESS: TELLES WEALTH ADVISORS INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 05/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION: DBA FOR FINANCIAL SERVICES 4. NAME OF OTHER BUSINESS: KIERLAND FINANCIAL GROUP INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 09/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-28
• S63 Uniform Securities Agent State Law Examination
  2011-06-09

Other Names

• David Telles
• David Michael Telles
• David M Telles