Robert Charles Beveroth

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

• 07/2015 → 01/2020
  Pruco Securities Llc
  St. Louis Park, MN
• 07/2015 → 01/2020
  The Prudential Insurance Company Of America
  St Louis Park, MN
• 02/2020 → Present
  Cetera Wealth Services, Llc
  Minneapolis, MN
• 02/2020 → 01/2022
  Advanced Wealth Management Group
  Minneapolis, MN
• 11/2021 → Present
  Advisornet Wealth Partners
  Minneapolis, MN
• 01/2022 → Present
  Advance Wealth Management Group
  Minneapolis, MN
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-03-22 → 2020-01-24
  Pruco Securities, Llc.
  St. Louis Park, MN

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 02/2020 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE 2. NAME OF OTHER BUSINESS: ADVANCED WEALTH MANAGEMENT GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 02/2020 POSITION/TITLE/RELATIONSHIP: PARAPLANNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 3. NAME OF OTHER BUSINESS: ADVISORNET FINANCIAL INC, DBA ADVISORNET WEALTH PARTNERS - CRD #113074; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: ADVISORY SERVICES ; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE ; START DATE: 11/2021 ; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING, ASSET MANAGEMENT;

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-02-14
• S63 Uniform Securities Agent State Law Examination
  2015-10-21