Mitch Wayne Hamilton

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

• 03/2016 → 08/2023
  Cuso Financial Services, Lp
  San Diego, CA
• 09/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 12/2023 → Present
  Dieringer School District
  Bonney Lake, WA

Previous Registrations

• 2016-03-07 → 2023-08-17
  Cuso Financial Services, L.P.
  Redmond, WA
  Seattle, WA
  West Seattle, WA
  Kent, WA
  Seattle, WA
  Seattle, WA
  Federal Way, WA
  Bothell, WA
  Burien, WA
  Tukwila, WA
  Bellevue, WA
  Lynnwood, WA
  Bonney Lake, WA
  Lynnwood, WA
  Seattle, WA
  Bonney Lake, WA
  West Seattle, WA
  Bothell, WA
  Seattle, WA
  Lakewood, WA
  Auburn, WA
  Burien, WA
  Redmond, WA
• 2015-12-09 → 2016-03-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Seattle, WA
• 2012-04-16 → 2015-12-03
  Edward Jones
  St Louis, MO
  Fort Collins, CO
  Edmonds, WA

Other Businesses

1. NAME OF OTHER BUSINESS: WESTSTAR PROSPERITY PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 09/2023 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: MY DUTIES ARE TO PROVIDE FINANCIAL ADVICE TO MY CLIENTS TO HELP THEM ACHIEVE THEIR FINANCIAL GOALS. 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 09/2023 APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 2 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE 3. NAME OF OTHER BUSINESS: DIERINGER SCHOOL DISTRICT; INVESTMENT RELATED: NO; ADDRESS: 20029 12TH STREET E BONNEY LAKE, WA 98391; NATURE OF BUSINESS: COACHING; START DATE: 12/2023; POSITION/TITLE/RELATIONSHIP: BASKETBALL COACH; APX NUMBER OF HOURS PER WEEK: 12; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: TEACHING BASKETBALL TO MIDDLE SCHOOL STUDENTS; 4. NAME OF OTHER BUSINESS: MITCH W. HAMILTON LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ENTITY FOR TAX PURPOSES; START DATE: 02/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ENTITY FOR TAX FILING PURPOSES;

Exams

• S66 Uniform Combined State Law Examination
  2012-02-10