Milton Ulises Rodriguez

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

• 08/2017 → 04/2026
  Mofrad Financial Solutions
  Los Angeles, CA
• 01/2017 → 12/2018
  H&R Block
  San Fernando, CA
• 05/2016 → 09/2016
  Merrill Lynch
  Woodland Hills, CA
• 10/2016 → 12/2016
  Unemployed
  Mission Hills, CA
• 10/2021 → 09/2025
  Avantax Advisory Services
  Los Angeles, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-10-07 → 2025-09-05
  Avantax Advisory Services
  Monterey Park, CA

Designations

• Certified Financial Planner

Other Names

• Milton U Rodriguez
• Milton Rodriguez