Daniel Loberg

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 → 11/2019
  Nylife Securities Llc
  Madison, WI
• 10/2018 → 11/2019
  New York Life Insurance Co
  Madison, WI
• 12/2016 → 10/2018
  Keller Williams
  Depere, WI
• 09/2016 → 12/2016
  Unemployed
  Green Bay, WI
• 08/2002 → 09/2016
  Loomis Armored
  Green Bay, WI
• 07/2019 → 11/2019
  Action Financial Strategies, Llc
  Green Bay, WI
• 01/2020 → 06/2021
  Voya Financial Advisors, Inc.
  Des Moines, IA
• 06/2021 → 10/2022
  Cetera Advisor Networks Llc
  El Segundo, CA
• 11/2019 → 10/2022
  Koehne Accounting & Tax Solutions Llc
  Green Bay, WI
• 10/2022 → Present
  Cetera Advisors Llc
  Greenwood Village, CO
• 10/2022 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 10/2022 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 10/2022 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 03/2023 → 04/2024
  Lumberjack Johnny's
  Green Bay, WI
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-07-24 → 2021-06-09
  Voya Financial Advisors, Inc.
  Marinette, WI
  Green Bay, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-11
• S63 Uniform Securities Agent State Law Examination
  2019-07-03