Jarod Austin Schut

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 → 08/2017
  Axa Advisors, Llc
  New York, NY
• 09/2017 → 09/2025
  First National Bank & Trust
  Beloit, WI
• 09/2017 → Present
  Cetera Investment Services Llc
  St.CLoud, MN
• 09/2017 → Present
  Cetera Investment Advisers Llc
  Whitewater, WI
• 09/2025 → Present
  First Citizens State Bank
  Whitewater, WI

Other Businesses

1. TRUST OFFICER FOR FIRST CITIZENS STATE BANK, SERVING AS RELATIONSHIP MANAGER, NON VOTING MEMBER OF INVESTMENT COMMITTEE FOR TRUST GROUP, WILL NOT BE MAKING INVESTEMENT DECISIONS, RECOMMENDING SPECIFIC SECURITIES OR EXECUTING TRANSACTIONS IN BANK ROLE; 2. CO-OWNER OF PROMENADE ENTERPRISES, LLC, LANDLORD, RESIDENTIAL REAL ESTATE;

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-01
• S63 Uniform Securities Agent State Law Examination
  2015-08-03

Designations

• Certified Financial Planner

Other Names

• Jarod Schut