Holly Elizabeth Ruckel

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

• 04/2021 → 08/2023
  Securian Financial Services
  St. Paul, MN
• 04/2021 → 08/2023
  Minnesota Life Insurance Company
  St. Paul, MN
• 04/2021 → Present
  North Star Resource Group
  Austin, TX
• 04/2021 → 10/2021
  Cri Securities Llc
  St. Paul, MN
• 08/2017 → Present
  University Of Alabama
  Tuscaloosa, AL
• 01/2020 → 03/2020
  Logan's Roadhouse
  Tuscaloosa, AL
• 05/2019 → 08/2019
  Jenna's Asian Kitchen
  Austin, TX
• 05/2019 → 08/2019
  Justinian Lane Associates
  Austin, TX
• 02/2015 → 12/2018
  Heb
  Austin, TX
• 08/2013 → 06/2017
  Cedar Park High School
  Cedar Park, TX
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Austin, TX
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-08-31 → 2023-08-10
  Securian Financial Services, Inc.
  Austin, TX
  St. Paul, MN

Other Businesses

1) NORTH STAR RESOURCE GROUP, MINNEAPOLIS, MN, INVESTMENT RELATED, Fixed Insurance AGENT, 04/2021-ONGOING, 10 HOURS PER MONTH, 10 TRADE HOURS. 2) NORTH STAR CONSULTANTS AND NORTH STAR BROKERAGE GROUP POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2019 ADDRESS: 2701 University Ave SE, Minneapolis MN 55414, United States DESCRIPTION: Offering clients group/employee benefits and fixed insurance options outside of the carriers that have selling arrangement with Securian Financial or MN Life Insurance Co. 3) NAME OF OTHER BUSINESS: HOLLY RUCKEL; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: HORSE TRAINING; START DATE: 062025; POSITION/TITLE/RELATIONSHIP: COACH/TRAINER; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS:5; BRIEF DESCRIPTION OF DUTIES: COACHING AND TRAINING HORSES;

Exams

• S66 Uniform Combined State Law Examination
  2021-04-27