Scott Mitchell Blumhoefer

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 → Present
  Carlsonsv Llp
  New Ulm, MN
• 01/2006 → 04/2021
  Heartland Corn Products
  Winthrop, MN
• 09/2021 → Present
  Csv Financial Advisors Llc
  New Ulm, MN
• 09/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 07/2021; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: POA; INVESTMENT RELATED: NO; ADDRESS: FAIRFAX, MN; NATURE OF BUSINESS: POA FOR MOTHER; START DATE: 12/2013; POSITION/TITLE/RELATIONSHIP: POA; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: ASSIST MOTHER WITH BASIC BANKING NEEDS IF SHE BECOMES INCAPACITATED; 3. NAME OF OTHER BUSINESS: CSV FINANCIAL ADVISORS LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES / INSURANCE; START DATE: 09/2021; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: OFFERING FINANCIAL SERVICES AND FIXED INSURANCE PRODUCTS; 4. NAME OF OTHER BUSINESS: CARLSONSV; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FULL-SERVICE ACCOUNTING, BOOKKEEPING, AUDITING AND CONSULTING FIRM; START DATE: 04/2021; POSITION/TITLE/RELATIONSHIP: STRATEGIC BUSINESS CONSULTANT; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: BUSINESS STRATEGY AND FIRM DEVELOPMENT CONSULTING WORK

Exams

• S66 Uniform Combined State Law Examination
  2021-09-23

Other Names

• Scott Blumhoefer