Shane P. O'KEefe

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

• 04/2019 → 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
  J.P. Morgan Securities Llc
  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
  Cetera Investment Advisers Llc
  Schuamburg, IL
• 03/2026 → Present
  Cetera Advisors Llc
  St. Cloud, MN

Previous Registrations

• 2022-09-26 → 2026-03-13
  J.P. Morgan Securities Llc
  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

• S66 Uniform Combined State Law Examination
  2019-03-19

Designations

• Certified Financial Planner

Other Names

• Shane Patrick Okeefe
• Shane P O'KEefe
• Shane Okeefe
• Shane O'KEefe