Christopher J Bayliss

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

• 03/2013 → 01/2018
  Schwegman Lundberg Woessner
  Minneapolis, MN
• 01/2018 → 12/2020
  Dykema Gossett Pllc
  Minneapolis, MN
• 07/2020 → 06/2024
  Securities America, Inc.
  Edina, MN
• 01/2021 → 06/2024
  Securities America Advisors
  Edina, MN
• 06/2024 → 04/2026
  Osaic Wealth, Inc.
  Edina, MN
• 06/2024 → 04/2026
  Osaic Wealth, Inc.
  Edina, MN
• 08/2025 → Present
  Bayliss Financial Llc
  Minneapolis, MN
• 01/2020 → Present
  Bayliss Legal
  Minneapolis, MN
• 04/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-06-14 → 2026-04-29
  Osaic Wealth, Inc.
  Burnsville, MN
• 2021-01-04 → 2024-06-14
  Securities America Advisors, Inc.
  Edina, MN

Other Businesses

1. NAME OF OTHER BUSINESS: MTI FINANCIAL ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: WEALTH MANAGEMENT; START DATE: 01/2020; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 35; APX NUMBER OF HOURS DURING TRADING HOURS: 35; BRIEF DESCRIPTION OF DUTIES: PROVIDING FINANCIAL ADVICE, FINANCIAL PLANNING, PORTFOLIO MANAGEMENT, INVESTMENT BROKERAGE, AND LIFE INSURANCE SERVICES; 2. NAME OF OTHER BUSINESS: BAYLISS FINANCIAL LLC; INVESTMENT RELATED: NO; ADDRESS: MINNEAPOLIS, MN 55419; NATURE OF BUSINESS: ENTITY USED SOLELY FOR TAX PURPOSES; START DATE: 08/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 35; APX NUMBER OF HOURS DURING TRADING HOURS: 35; BRIEF DESCRIPTION OF DUTIES: ENTITY SET UP FOR TAX PURPOSES; 3. NAME OF OTHER BUSINESS: BAYLISS LEGAL; INVESTMENT RELATED: NO; ADDRESS: MINNEAPOLIS, MN 55419; NATURE OF BUSINESS: LEGAL SERVICES RELATED TO INTELLECTUAL PROPERTY AND ESTATES AND TRUSTS WORK INCLUDING SIMPLE WILLS AND TRUSTS; START DATE: 01/2020; POSITION/TITLE/RELATIONSHIP: ATTORNEY; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: LEGAL SERVICES RELATED TO INTELLECTUAL PROPERTY OR ESTATES AND TRUSTS;

Exams

• S66 Uniform Combined State Law Examination
  2020-10-16