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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-07-23
NE RA APPROVED 2023-08-10
  • TX RA
    APPROVED_RES
    Since 2024-07-23
  • NE RA
    APPROVED
    Since 2023-08-10

Branch Locations

12801 Pierce St Ste 300, Omaha, NE 68144 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Renaissance Financial Corp Omaha NE 10/2021 Present
Minnesota Life Insurance Co St Paul MN 10/2021 08/2023
Securian Financial Services Inc St Paul MN 10/2021 08/2023
Woodmen Of The World Life Insurance Society Omaha NE 07/2020 03/2022
Woodmen Of The World Life Insurance Society Omaha NE 02/2020 06/2020
Runza Restaurants Papillion NE 03/2014 12/2020
University Of Nebraska Omaha Omaha NE 08/2019 05/2021
Metropolitan Community College Omaha NE 08/2017 05/2019
Wash 'N Roll Omaha NE 05/2018 09/2018
Daniel J. Gross Catholic High School Omaha NE 08/2013 05/2017
Cetera Wealth Services, Llc Omaha NE 08/2023 Present
Cetera Investment Advisers Llc Schaumburg IL 08/2023 Present
  • 10/2021 → Present
    Renaissance Financial Corp
    Omaha, NE
  • 10/2021 → 08/2023
    Minnesota Life Insurance Co
    St Paul, MN
  • 10/2021 → 08/2023
    Securian Financial Services Inc
    St Paul, MN
  • 07/2020 → 03/2022
    Woodmen Of The World Life Insurance Society
    Omaha, NE
  • 02/2020 → 06/2020
    Woodmen Of The World Life Insurance Society
    Omaha, NE
  • 03/2014 → 12/2020
    Runza Restaurants
    Papillion, NE
  • 08/2019 → 05/2021
    University Of Nebraska Omaha
    Omaha, NE
  • 08/2017 → 05/2019
    Metropolitan Community College
    Omaha, NE
  • 05/2018 → 09/2018
    Wash 'N Roll
    Omaha, NE
  • 08/2013 → 05/2017
    Daniel J. Gross Catholic High School
    Omaha, NE
  • 08/2023 → Present
    Cetera Wealth Services, Llc
    Omaha, NE
  • 08/2023 → Present
    Schaumburg, IL
Previous Registrations
  • 2022-04-08 → 2023-08-10
    Securian Financial Services, Inc.
    Omaha, NE
    St. Paul, MN
Other Businesses

1. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: October 2021 POSITION/TITLE/RELATIONSHIP: Financial Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, INSURANCE AND ADVISORY SERVICES 2.NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: November 2021 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-11
  • S66 Uniform Combined State Law Examination
    2022-03-11

View on SEC IAPD

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