Toni B Topp

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

• 12/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Minneapolis, MN
• 11/2016 → 05/2018
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
• 05/2018 → Present
  Cetera Advisors Llc
  Denver, CO
• 06/2018 → Present
  Infinity Private Wealth, Llc
  Minneapolis, MN
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → Present
  Metropolitan State University
  Minneapolis, MN

Previous Registrations

• 2015-12-14 → 2018-05-18
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  Saint Anthony, MN
  Minneapolis, MN
  Wayzata, MN
• 2012-09-04 → 2015-12-17
  Edward Jones
  St Paul, MN
  Issaquah, WA
  Roseville, MN
  St Louis, MO
  Minneapolis, MN
  Minneapolis, MN

Other Businesses

1. INFINITY PRIVATE WEALTH, LLC, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 06/2018, REGISTERED REPRESENTITIVE APX NUMBER OF HOURS PER WEEK: 40, 32.5 DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES 2. NAME OF OTHER BUSINESS: METROPOLITAN STATE UNIVERSITY; INVESTMENT RELATED: NO; ADDRESS: 1300 HARMON PLACE, MINNEAPOLIS, MN 55403; NATURE OF BUSINESS: VIRTUAL RESEARCH; START DATE: 9/2025; POSITION/TITLE/RELATIONSHIP: ASSISTANT TO THE DEAN; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: CONDUCT RESEARCH INCLUDING JOURNALS AND COMPARATIVE SPREADSHEETS FOR THE DEAN OF THE COLLEGE OF BUSINESS AND MANAGEMENT;

Exams

• S66 Uniform Combined State Law Examination
  2012-06-15

Other Names

• Toni B Topp