Caleb Earl Beery

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

• 01/2015 → Present
  Ramsier Financial Services
  Smithville, OH
• 01/2015 → Present
  Ramsier Financial Services
  Smithville, OH
• 06/2015 → Present
  Cetera Advisors Llc
  Denver, CO
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1.RAMSIER FINANCIAL SERVICES; INVESTMENT RELATED; 790 E MAIN ST., SMITHVILLE, OH 44677; DBA FOR FINANCIAL SERVICES; START 6/2015; 40 HOURS/WEEK DURING SECURITIES TRADING HOURS; OPERATIONS MANAGER. 2. IT'S ABOUT THE CHILDREN; NOT INVESTMENT RELATED; 447 WEST SUNSET DR. RITTMAN,OH 44270; SCHOOL DISTRICT LEVY FUND; START 6/2015; LESS THAN 1 HOUR/WEEK AFTER SECURITIES TRADING HOURS; TREASURER. 3. FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FIXED INSURANCE, START DATE 02/2021, INSURANCE AGENT, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, SELLS LIFE AND ANNUITIES 4. NAME OF OTHER BUSINESS: APOSTOLIC CHRISTIAN CHURCH OF AMERICA - ENDOWMENT FUND, INVESTMENT RELATED: NO, ADDRESS: 10699 STEINER RD, RITTMAN, OH 44270, NATURE OF BUSINESS: CHURCH, START DATE: 01/2024, POSITION/TITLE/RELATIONSHIP: BOARD MEMBER, APX NUMBER OF HOURS PER WEEK: 2, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: HIRES INVESTMENT MANAGER AND APPROVES ENDOWMENT DISTRIBUTIONS; 5. NAME OF OTHER BUSINESS: NOTARY PUBLIC COMMISSION; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: NOTARIZING DOCUMENTS ; START DATE: 01/2015; POSITION/TITLE/RELATIONSHIP: NOTARY ; APX NUMBER OF HOURS PER WEEK: VARIES ; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: NOTARIZING DOCUMENTS ; 6. NAME OF OTHER BUSINESS: RITTMAN EXEMPTED VILLAGE SCHOOL DISTRICT BOARD; INVESTMENT RELATED: NO; ADDRESS: 100 SAURER STREET, RITTMAN, OH 44270; NATURE OF BUSINESS: BOARD; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: BOARD OF EDUCATION MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ONE OF FIVE BOARD MEMBERS FOR LOCAL PUBLIC SCHOOL;

Exams

• S66 Uniform Combined State Law Examination
  2020-02-29

Designations

• Chartered Financial Analyst

Other Names

• Caleb Beery