Allan John Proske

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

• 04/2018 → 11/2021
  Securian Financial Services Inc
  St. Paul, MN
• 04/2018 → 11/2021
  Minnesota Life Insurance Co
  St. Paul, MN
• 04/2018 → 11/2021
  Commonwealth Financial
  Daniel Island, SC
• 05/2017 → 04/2018
  Michael Oana Retirement Planning Specialist
  Columbia, SC
• 08/2014 → 05/2018
  University Of South Carolina
  Columbia, SC
• 11/2021 → 09/2022
  First Allied Securities, Inc.
  San Diego, CA
• 11/2021 → 11/2021
  First Allied Advisory Services
  Schaumburg, IL
• 09/2022 → Present
  Cetera Advisors Llc
  Daniel Island, SC
• 11/2021 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2018-07-30 → 2021-11-15
  Securian Financial Services, Inc.
  Daniel Island, SC

Other Businesses

1) COASTAL STRATEGIC CAPITAL; PARTNER; DBA; START DATE: 11/15/2021; 160 HOURS PER MONTH. 2) COASTAL STRATEGIC CAPITAL; PARTNER; INSURANCE; START DATE: 11/15/2021; 160 HOURS PER MONTH.

Exams

• S66 Uniform Combined State Law Examination
  2018-06-26

Designations

• Certified Financial Planner

Other Names

• Allan J Proske Jr
• Aj Proske
• Allan John Proske