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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-03-20
  • AZ RA
    APPROVED
    Since 2026-03-20

Branch Locations

7025 N Scottsdale Rd, Ste 115 & 110, Scottsdale, AZ 85253 • 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
Minnesota Life Phoenix AZ 04/2019 06/2022
Securian Financial Services, Inc Phoenix AZ 08/2018 06/2022
Renaissance Financial Phoenix AZ 04/2019 06/2022
University Of Arizona Tucson AZ 05/2015 05/2018
Union Public House Tucson AZ 11/2017 05/2018
J.P. Morgan Securities Llc Tempe AZ 07/2022 03/2026
Jpmorgan Chase Bank, N.A. Tempe AZ 07/2022 03/2026
Unemployed Tempe AZ 06/2018 07/2018
Wilde Wealth Management Group Scottsdale AZ 03/2026 Present
Cetera Investment Advisers Llc Schuamburg IL 03/2026 Present
Cetera Advisors Llc St. Cloud MN 03/2026 Present
  • 04/2019 → 06/2022
    Minnesota Life
    Phoenix, AZ
  • 08/2018 → 06/2022
    Securian Financial Services, Inc
    Phoenix, AZ
  • 04/2019 → 06/2022
    Renaissance Financial
    Phoenix, AZ
  • 05/2015 → 05/2018
    University Of Arizona
    Tucson, AZ
  • 11/2017 → 05/2018
    Union Public House
    Tucson, AZ
  • 07/2022 → 03/2026
    Tempe, AZ
  • 07/2022 → 03/2026
    Jpmorgan Chase Bank, N.A.
    Tempe, AZ
  • 06/2018 → 07/2018
    Unemployed
    Tempe, AZ
  • 03/2026 → Present
    Wilde Wealth Management Group
    Scottsdale, AZ
  • 03/2026 → Present
    Schuamburg, IL
  • 03/2026 → Present
    Cetera Advisors Llc
    St. Cloud, MN
Previous Registrations
  • 2022-09-26 → 2026-03-13
    Tempe, AZ
    Tempe, AZ
    Tempe, AZ
    Tempe, AZ
    Scottsdale, AZ
  • 2019-04-05 → 2022-06-10
    Securian Financial Services, Inc.
    Phoenix, AZ
Other Businesses

1. NAME OF OTHER BUSINESS: WILDE WEALTH MANAGEMENT GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES START DATE: 03/2026 POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: OFFERING SECURITIES, ADVISORY AND FINANCIAL PLANNING SERVICES.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-19
  • S66 Uniform Combined State Law Examination
    2019-03-19
Designations
Other Names
  • Shane Patrick Okeefe
  • Shane P O'KEefe
  • Shane Okeefe
  • Shane O'KEefe

View on SEC IAPD

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