Zachary Tyler Short

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

• 06/2020 → 08/2023
  Securian Financial Services Inc
  St Paul, MN
• 06/2020 → 08/2023
  Minnesota Life Insurance Co
  St Paul, MN
• 06/2020 → Present
  Img Financial Group
  Houston, TX
• 05/2016 → 08/2018
  Vector Marketing
  Houston, TX
• 09/2018 → 05/2019
  Northwestern Mutual
  St. Louis, MO
• 07/2019 → 08/2019
  Img Financial Group
  Houston, TX
• 08/2019 → 09/2019
  Edward Jones
  St. Louis, MO
• 10/2019 → 04/2020
  Renaissance Financial
  St. Louis, MO
• 09/2017 → 09/2018
  Global Spectrum Lp
  Philadelphia, PA
• 07/2019 → 06/2020
  Securian Financial Services Inc
  St Paul, MN
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Houston, TX
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-09-10 → 2023-08-10
  Securian Financial Services, Inc.
  Houston, TX
  St. Paul, MN

Other Businesses

IMG MEDICAL GROUP POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2020 ADDRESS: 4550 Post Oak Place, #125, Houston TX 77027, United States DESCRIPTION: IMG Medical Group is a DBA for marking purposes only to attract and prospect medical doctors and personnel clients. IMG FINANCIAL GROUP INC POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2020 ADDRESS: 4550 Post Oak Place, Suite 125, Houston TX 77027, United States DESCRIPTION: Fixed insurance HARRIS COUNTY WATER CONTROL AND IMPROVEMENT DISTRICT NO. 158 POSITION: Director NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/20/2022 ADDRESS: PO Box 890466, Houston TX 77289, United States DESCRIPTION: Board member for the Water Control and Improvement District Number 158 of Harris County. Duties involve a once a month meeting (unless a special meeting is required) for one hour to discuss the current status of projects within the district and vote on certain topics.

Exams

• S66 Uniform Combined State Law Examination
  2020-08-24

Designations

• Certified Financial Planner

Other Names

• Zachary Tyler Short
• Zachary Short