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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:

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 2026-01-07
IN RA APPROVED 2021-11-29
  • TX RA
    APPROVED_RES
    Since 2026-01-07
  • IN RA
    APPROVED
    Since 2021-11-29

Branch Locations

Noblesville, IN • United States

9265 Counselors Row Suite 120, Indianapolis, IN 46240 • 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
First Allied Securities, Inc San Diego CA 05/2020 09/2022
Indiana University Bloomington IN 08/2017 05/2021
Hamilton Southeastern Schools Fishers IN 08/2003 05/2017
Mammoth, Inc. Fishers IN 05/2019 08/2019
Roselli's Carmel IN 05/2018 08/2018
Cetera Investment Advisers Schaumburg IL 11/2021 Present
Cetera Advisors Llc Indianapolis IN 09/2022 Present
Artistry Wealth Indianapolis IN 07/2021 01/2026
Klink Wealth Management Llc Indianapolis IN 01/2026 Present
Artistic Strategies Indianapolis IN 02/2026 Present
  • 05/2020 → 09/2022
    First Allied Securities, Inc
    San Diego, CA
  • 08/2017 → 05/2021
    Indiana University
    Bloomington, IN
  • 08/2003 → 05/2017
    Hamilton Southeastern Schools
    Fishers, IN
  • 05/2019 → 08/2019
    Mammoth, Inc.
    Fishers, IN
  • 05/2018 → 08/2018
    Roselli's
    Carmel, IN
  • 11/2021 → Present
    Cetera Investment Advisers
    Schaumburg, IL
  • 09/2022 → Present
    Cetera Advisors Llc
    Indianapolis, IN
  • 07/2021 → 01/2026
    Artistry Wealth
    Indianapolis, IN
  • 01/2026 → Present
    Klink Wealth Management Llc
    Indianapolis, IN
  • 02/2026 → Present
    Artistic Strategies
    Indianapolis, IN
Other Businesses

1) NAME OF OTHER BUSINESS: KLINK WEALTH MANAGEMENT LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 1/2026, 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 SERVICES; 2) NAME OF OTHER BUSINESS: ARTISTIC STRATEGIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 02/2026; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; 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
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-12
  • S66 Uniform Combined State Law Examination
    2021-11-12

View on SEC IAPD

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