Anne Michelle Nelson

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

• 06/2012 → Present
  Adams Consulting Group, Llc
  Bloomington, MN
• 09/2014 → 06/2021
  Voya Financial Advisors
  Bloomington, MN
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-06-26 → 2021-06-09
  Voya Financial Advisors, Inc.
  Bloomington, MN
  Brooklyn Park, MN

Other Businesses

1. NAME OF ENTITY: Independent Insurance Agent; Yes; 1650 TECHNOLOGY STREET STE 1080; BLOOMINGTON; MN; 55431; Fixed Insurance Sales; Independent Insurance Agent; 10/30/2012; 10; 10; Sales of fixed insurance 2. NAME OF ENTITY:Adams Consulting Group, LLC; Yes; 1650 WEST 82ND ST STE 1080; BLOOMINGTON; MN; 55431; Financial Services / DBA; Financial Professional/Registered Rep; 6/8/2012; 40; 40; Sale of fixed insurance and securities products; 3. NAME OF OTHER BUSINESS: PARK LANE JEWELRY; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: FASHION JEWELRY; START DATE: 9/2026; POSITION/TITLE/RELATIONSHIP: STYLIST; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RECEIVE CASH BACK AND DISCOUNTS ON OWN PURCHASES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-15
• S63 Uniform Securities Agent State Law Examination
  2013-04-26

Other Names

• Anne Michelle Adams