Carlos Peter Heilemann

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

• 05/2012 → Present
  Backoffice Solutions, Llc
  Miami, FL
• 02/2022 → 09/2025
  Avantax Advisory Services
  Miami, FL
• 07/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-03-10 → 2025-09-08
  Avantax Advisory Services
  Miami, FL
  Coral Gables, FL

Other Businesses

BackOffice Solutions LLC; Other; ~; Provide accounting, payroll, human resources and financial consulting from small to medium business and individuals. All investments will be completed through Avantax.; IR; 130; 05/31/2012; 7312 SW 48 St Miami FL 33155; ~; I am prepare monthly financial statements, process company payrolls, address employee matters regarding benefits and prepare and file all tax compliance matters. All investments will be completed through Avantax.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-04

Other Names

• Carlos Alberto Barrios
• Carlos Peter Heilemann
• Carlos Heilemann