Vanessa Aldape

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

• 06/2015 → 11/2016
  Metlife Securities
  Orland Park, IL
• 11/2016 → 02/2019
  Lpl Financial, Llc
  Orland Park, IL
• 11/2016 → 02/2019
  Opus Wealth Management Group Dba Megent Financial
  Orland Park, IL
• 02/2019 → Present
  Cetera Advisors Llc
  Denver, CO
• 11/2016 → Present
  Megent Financial
  Orland Park, IL
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2016-12-13 → 2019-03-04
  Opus Wealth Management Group
  Orland Park, IL
  Lisle, IL
• 2015-06-15 → 2016-11-10
  Msi Financial Services, Inc.
  Orland Park, IL
• 2013-06-07 → 2015-06-24
  Waddell & Reed
  Mokena, IL

Other Businesses

1. NAME OF OTHER BUSINESS: MEGENT FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES; START DATE: 1/2023; POSITION/TITLE/RELATIONSHIP: LICENSED ASSISTANT; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: HELP ADVISORS WITH PAPERWORK AND PROCESSING TRADES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-06-06
• S63 Uniform Securities Agent State Law Examination
  2013-05-11

Other Names

• Vanessa Lara
• Vanessa Aldape