Alexander Jeffrey Anderson

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

• 05/2015 → 08/2017
  Scheels
  Bismarck, ND
• 09/2017 → 03/2020
  Scheels
  Grand Forks, ND
• 08/2019 → 05/2020
  University Of North Dakota Student Government
  Grand Forks, ND
• 08/2020 → 05/2021
  University Of North Dakota Student Government
  Grand Forks, ND
• 09/2020 → 06/2021
  Bonzers
  Grand Forks, ND
• 08/2021 → Present
  Capital Street Financial Services
  Saint Paul, MN
• 05/2019 → 08/2019
  Mvmw Inc.
  Burnsville, MN
• 05/2020 → 06/2020
  Unemployed
  Grand Forks, ND
• 07/2020 → 08/2020
  Prominent Construction
  St. Anthony, MN
• 08/2021 → 10/2021
  Cetera Advisor Networks
  El Segundo, CA
• 10/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: CAPITAL STREET FINANCIAL SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 08/2021 POSITION/TITLE/RELATIONSHIP: ADMINSTRATIVE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE ADMINISTRATIVE SUPPORT; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 01/2022, APX NUMBER OF HOURS PER WEEK: 2, APX NUMBER OF HOURS DURING TRADING HOURS: 2, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;

Exams

• S66 Uniform Combined State Law Examination
  2022-04-04

Other Names

• Alex Anderson