Shari K Anderson

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

• 05/2012 → 09/2025
  Avantax Investment Services, Inc.
  Cincinnati, OH
• 11/2005 → Present
  Jack P Arkle, Inc
  Cincinnati, OH
• 01/2014 → 09/2025
  Avantax Advisory Services
  Cincinnati, OH
• 03/2015 → 09/2025
  Avantax Insurance Agency, Llc
  Cincinnati, OH
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Cincinnati, OH
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-01-07 → 2025-09-05
  Avantax Advisory Services
  Cincinnati, OH

Other Businesses

|1) SHARI ANDERSON POSITION: Advisor NATURE: Assist clients with health insurance INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 10/20/2019 ADDRESS: 4314 Harrison Ave, Cincinnati OH 45211, United States DESCRIPTION: Help clients find the best plans for their needs

Exams

• S66 Uniform Combined State Law Examination
  2013-10-01