Elizabeth Ashley Beall

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

• 07/2017 → Present
  Jsb Investments
  Eau Claire, MI
• 12/2010 → 07/2017
  Unemployeed
  St Joseph, MI
• 02/2018 → 06/2021
  Voya Financial Advisors, Inc.
  Saint Joseph, MI
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/2025 → Present
  Clear Harbor Financial Planning
  Saint Joseph, MI

Previous Registrations

• 2018-05-10 → 2021-06-09
  Voya Financial Advisors, Inc.
  Saint Joseph, MI
  Marinette, WI
  Windsor, CT

Other Businesses

1) NAME OF OTHER BUSINESS: BEALL CREATIVE INC. ; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: BOOKKEEPING; START DATE: 04/2023; POSITION/TITLE/RELATIONSHIP: BOOKKEEPER; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 3; BRIEF DESCRIPTION OF DUTIES: UPDATE QUICKBOOKS-INPUT EXPENSES AND DEPOSITS; 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: 4/2023; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY AND LONG-TERM CARE; 3) NAME OF OTHER BUSINESS: CLEAR HARBOR FINANCIAL PLANNING; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 02/2025; POSITION/TITLE/RELATIONSHIP: OWNER/ FINANCIAL PROFESIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4) NAME OF OTHER BUSINESS: WILD DUNES BEACH ASSOCIATION; INVESTMENT RELATED: NO; ADDRESS: 3047 DUNES VALLEY PATH STEVENSVILLE, MI 49127; NATURE OF BUSINESS: HOMEOWNERS ASSOCIATION; START DATE: 08/2025; POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OVERSEE MAINTENANCE, UPKEEP, BUDGET REVIEW, ENFORCE RULES, CONFLICT RESOLUTION, ADMINISTRATIVE NEEDS, COMMUNITY MANAGEMENT;

Exams

• S66 Uniform Combined State Law Examination
  2018-05-03

Other Names

• Elizabeth Ashley Schoep