Daniel Belknap Spanski-Dreffin

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

• 10/2006 → 03/2017
  Lewis County Sheriff's Office, Corrections Department
  Chehalis, WA
• 02/2016 → 10/2021
  Centralia College
  Centralia, WA
• 09/2016 → 06/2021
  Voya Financial Advisors
  Chehalis, WA
• 01/2018 → 10/2021
  Clark College
  Vancouver, WA
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-01-23 → 2021-06-09
  Voya Financial Advisors, Inc.
  Chehalis, WA
  Clackamas, OR
  Vancouver, WA

Other Businesses

1. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 1935 SE OAKVIEW DR; CHEHALIS; WA; 98532; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 9/22/2016; 160; 160; SALE OF FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: SPANSKI-DREFFIN RENTAL PROPERTY; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REAL ESTATE; START DATE: 12/2023; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: MANAGING FAMILY RENTAL PROPERTIES; 3. NAME OF OTHER BUSINESS: SEAHORSES PDX; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NON PROFIT; START DATE: 10/2024; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ATTEND MEETINGS, SCRIBE BOARD MEETING MINUTES AND ASSIST WHERE NEEDED PER BOARD; 4. NAME OF OTHER BUSINESS: KADE FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 12/2023; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL AND INSURANCE SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2016-09-21

Other Names

• Daniel Belknap Dreffin