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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-03-21
TX RA APPROVED_RES 2024-03-21
  • MI RA
    APPROVED
    Since 2024-03-21
  • TX RA
    APPROVED_RES
    Since 2024-03-21

Branch Locations

7115 Kalamazoo Ave Se Ste B, Caledonia, MI 49316 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Esi Financial Caledonia MI 09/2011 Present
Cetera Advisors Llc El Segundo CA 01/2013 Present
Anchor Wealth Advisers Caledonia MI 09/2022 Present
Cetera Investment Advisers Llc Schaumburg IL 03/2024 Present
  • 09/2011 → Present
    Esi Financial
    Caledonia, MI
  • 01/2013 → Present
    Cetera Advisors Llc
    El Segundo, CA
  • 09/2022 → Present
    Anchor Wealth Advisers
    Caledonia, MI
  • 03/2024 → Present
    Schaumburg, IL
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: 11/30/2012 APPROX NUMBER OF HOURS PER WEEK: 2 APPROX NUMBER OF HOURS DURING TRADING HOURS: 2 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE AND ANNUITIES 2. NAME OF OTHER BUSINESS: ESI FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL CONSULTING FIRM START DATE: 11/30/2012 APPROX NUMBER OF HOURS PER WEEK: 40 APPROX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: SALES 3. NAME OF OTHER BUSINESS: RONALD MCDONALD HOUSE OF WESTERN MICHIGAN; INVESTMENT RELATED: NO; ADDRESS: 1323 CEDAR ST NE GRAND RAPIDS MI 49503; NATURE OF BUSINESS: NON PROFIT; START DATE: 10/2020; POSITION/TITLE/RELATIONSHIP: FINANCE & INVESTMENT COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: REVIEW BUDGET, HELP WITH LOWERING EXPENSES AND FUND RAISING IDEAS; 4. NAME OF OTHER BUSINESS: ANCHOR WEALTH ADVISERS; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 09/2022, POSITION/TITLE/RELATIONSHIP: 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; 5. NAME OF OTHER BUSINESS: BYRON CENTER CHRISTIAN SCHOOL; INVESTMENT RELATED: NO; ADDRESS: 8840 BYRON CENTER AVE BYRON CENTER, MI 49315; NATURE OF BUSINESS: NON PROFIT; START DATE: 05/2023; POSITION/TITLE/RELATIONSHIP: FOUNDATION BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: REVIEW BUDGET, HELP WITH LOWERING EXPENSES AND FUND RAISING IDEAS;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-10
S63 Uniform Securities Agent State Law Examination 2012-04-04
  • S66 Uniform Combined State Law Examination
    2014-12-10
  • S63 Uniform Securities Agent State Law Examination
    2012-04-04
Other Names
  • Jordan J Timmer

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