Drew Patrick Whitney

Current Employers

Employment History

• 09/2016 → 06/2018
  Cls Partners
  Austin, TX
• 09/2016 → 06/2018
  Clsrs, Llc
  Austin, TX
• 07/2018 → Present
  Alliant Retirement Consulting - Crd # 167970
  Austin, TX
• 06/2023 → 07/2025
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2018 → Present
  Alliant Insurance Services, Inc.
  Austin, TX
• 07/2025 → Present
  Osaic Wealth, Inc.
  Austin, TX

Previous Registrations

• 2016-10-14 → 2018-07-09
  Cls Partners Retirement Services
  Austin, TX

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: 07/2018; APX NUMBER OF HOURS PER WEEK: less than 1; APX NUMBER OF HOURS DURING TRADING HOURS: None; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: ALLIANT RETIREMENT CONSULTING - CRD # 167970; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REGISTERED INVESTMENT ADVISER; START DATE: 07/2018; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISORY SERVICES; 3. NAME OF OTHER BUSINESS: ALLIANT INSURANCE SERVICES, INC.; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA NAME FOR TPA COMPLIANCE WORK, 401(K) CONSULTING SERVICES, RETIREMENT PLANS, FIXED INSURANCE - LIFE & HEALTH, AND GROUP BENEFITS; START DATE: 07/2018; POSITION/TITLE/RELATIONSHIP: PRODUCER/VICE PRESIDENT; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: BUSINESS DEVELOPMENT AND RELATIONSHIP MANAGEMENT FOR ALLIANT RETIREMENT CLIENTS AND CROSS-SELL OF OTHER ALLIANT INSURANCE SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-10-14
• S63 Uniform Securities Agent State Law Examination
  2011-05-20