Renae Shannon Kobler

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

• 11/2016 → 09/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 11/2016 → 09/2017
  Bank Of America, Na
  Chandler, AZ
• 09/2016 → 10/2016
  Unemployed
  Utica, MI
• 09/2017 → 05/2020
  Usaa Financial Advisors Inc
  Phoenix, AZ
• 09/2017 → 05/2020
  Usaa Financial Planning Services
  Phoenix, AZ
• 01/2018 → 05/2020
  Usaa Investment Management Company
  Phoenix, AZ
• 09/2017 → 12/2023
  Usaa Life Company
  Phoenix, AZ
• 01/2024 → Present
  United Tax Service Inc
  Shelby Twp, MI
• 01/2025 → Present
  Upg Financial United Planning Group
  Shelby Township, MI
• 01/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2018-01-08 → 2020-07-02
  Usaa Investment Services Company
  San Antonio, TX
• 2017-10-18 → 2018-01-08
  Usaa Financial Planning Services
  Phoenix, AZ
• 2017-01-06 → 2017-09-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 2015-10-21 → 2016-08-08
  Edward Jones
  Harrison Township, MI
  St Louis, MO
  Tempe, AZ
  Warren, MI

Other Businesses

1. NAME OF OTHER BUSINESS: UNITED TAX SERVICE INC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX PREPARATION / ACCOUNTING WORK; START DATE: 01/2024; POSITION/TITLE/RELATIONSHIP: EMPLOYEE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION, ACCOUNTING WORK; 2. NAME OF OTHER BUSINESS: UPG FINANCIAL UNITED PLANNING GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL PLANNING/TAX PLANNING; START DATE: 01/2025; POSITION/TITLE/RELATIONSHIP: EMPLOYEE; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 4; BRIEF DESCRIPTION OF DUTIES: GENERAL OFFICE DUTIES;

Exams

• S66 Uniform Combined State Law Examination
  2025-02-05

Other Names

• Renae Shannon Tomsha