Steven Macnear

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

• 12/1986 → 09/2022
  Macnear Marine Survey'S And Appraisals
  Davis, CA
• 03/2011 → 09/2018
  Waddell & Reed
  Roseville, CA
• 03/2011 → 07/2025
  Various Insurance Carriers For W&R Insurance Agencies
  Davis, CA
• 03/2011 → 07/2025
  Kaiser
  Davis, CA
• 03/2011 → 07/2025
  Care Trust Networks
  Davis, CA
• 03/2011 → 07/2025
  Anthem Blue Cross
  Davis, CA
• 03/2011 → 07/2025
  Mass Mutual
  Davis, CA
• 01/2018 → 09/2018
  Robert Mclaughlin
  Sacramento, CA
• 09/2018 → 07/2025
  Next Financial Group, Inc.
  Sebastopol, CA
• 07/2025 → 08/2026
  Lpl Financial Llc
  Sebastopol, CA
• 07/2020 → Present
  Macnear & Churgel
  Sebastopol, CA
• 08/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2018-09-12 → 2025-07-10
  Next Financial Group, Inc.
  Sacramento, CA
  Sebastopol, CA
  Roseville, CA
• 2011-05-11 → 2018-09-14
  Waddell & Reed
  Sacramento, CA
  Reno, NV
  Roseville, CA
  Seattle, WA

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: 02/2001 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: SIERRA RIDGE ADVISOR GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 09/2018 POSITION/TITLE/RELATIONSHIP: FINANCIAL PLANNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 3. NAME OF OTHER BUSINESS: MACNEAR & CHURGEL INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL LOCATION NATURE OF BUSINESS:PROPERTY RENTAL START DATE: 07/2020 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR DAY-TO-DAY OPERATIONS

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-05-10
• S63 Uniform Securities Agent State Law Examination
  2005-05-09

Other Names

• Steven Macnear
• Steven Charles Macnear