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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 2025-09-05
  • TX RA
    APPROVED
    Since 2025-09-05

Branch Locations

Grapevine, TX • 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
Avantax Investment Services, Inc. Dallas TX 07/2022 09/2025
Avantax Investment Services Dallas TX 07/2021 09/2025
Edward Jones Irving TX 01/2021 07/2021
University Of Texas At Arlington Arlington TX 06/2017 06/2021
Nimitz High School Irving TX 06/2013 06/2017
Avantax Advisory Services Dallas TX 10/2023 09/2025
Cetera Investment Services Llc Saint Cloud MN 08/2024 Present
Cetera Financial Specialists Llc Schaumburg IL 08/2024 Present
Cetera Advisors Llc Greenwood Village CO 08/2024 Present
Cetera Wealth Services, Llc El Segundo CA 08/2024 Present
Cetera Wealth Services, Llc Dallas TX 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 07/2022 → 09/2025
    Avantax Investment Services, Inc.
    Dallas, TX
  • 07/2021 → 09/2025
    Avantax Investment Services
    Dallas, TX
  • 01/2021 → 07/2021
    Edward Jones
    Irving, TX
  • 06/2017 → 06/2021
    University Of Texas At Arlington
    Arlington, TX
  • 06/2013 → 06/2017
    Nimitz High School
    Irving, TX
  • 10/2023 → 09/2025
    Avantax Advisory Services
    Dallas, TX
  • 08/2024 → Present
    Cetera Investment Services Llc
    Saint Cloud, MN
  • 08/2024 → Present
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 08/2024 → Present
    Cetera Advisors Llc
    Greenwood Village, CO
  • 08/2024 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Dallas, TX
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2023-10-31 → 2025-09-05
    Avantax Advisory Services
    Dallas, TX
    Grapevine, TX
Other Businesses

WEST MEYERS POSITION: Freelance Musician, solo and band NATURE: I perform music at private parties, bars, restaurants, weddings, and other events/venues. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 06/14/2017 ADDRESS: 501 Turner Rd Apt 321, Grapevine TX 76051, United States DESCRIPTION: I own equipment, move music equipment around, record music, perform music, and organize events with venues/entities.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-23
  • S66 Uniform Combined State Law Examination
    2023-10-23
Other Names
  • West Braden Meyers

View on SEC IAPD

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