Reid Schmideler

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

• 01/2019 → 02/2024
  Alloy Wealth Management, Inc.
  Charlotte, NC
• 04/2019 → 06/2020
  Retirement Wealth Advisors, Inc.
  Charlotte, NC
• 10/2016 → 12/2018
  Pfizer
  Richmond, VA
• 01/2013 → 12/2016
  Liberty University
  Lynchburg, VA
• 04/2019 → 12/2021
  Formulafolio Investments, Llc
  Charlotte, NC
• 04/2020 → 02/2024
  Alloy Wealth Holdings Llc Dba Alloy Investment Management
  Charlotte, NC
• 05/2020 → 02/2024
  Foundations Investment Advisors Llc
  Scottsdale, AZ
• 01/2022 → 02/2024
  Brookstone Capital Management
  Wheaton, IL
• 01/2024 → 02/2024
  Cetera Advisor Networks
  El Segundo, CA
• 02/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2024 → Present
  Kettle Financial
  Sheboygan Falls, WI
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-02-17 → 2024-01-09
  Brookstone Capital Management Llc
  Wheaton, IL
  Greenville, SC
• 2020-05-13 → 2024-01-02
  Foundations Investment Advisors Llc
  Phoenix, AZ
  Charlotte, NC
• 2020-04-28 → 2023-12-18
  Alloy Investment Management
  Greenville, SC
• 2019-04-10 → 2021-12-31
  Brookstone Asset Management, Llc
  Charlotte, NC
• 2019-04-10 → 2020-06-26
  Brookstone Wealth Advisors, Llc
  Charlotte, NC

Other Businesses

1. NAME OF OTHER BUSINESS: KETTLE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY/SECURITIES/INSURANCE START DATE: 2/2024 POSITION/TITLE/RELATIONSHIP: EMPLOYEE APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: ASSISTING LARRY KETTLE WITH VARIOUS PRACTICE MANAGEMENT DUTIES;

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-03-11
• S65 Uniform Investment Adviser Law Examination
  2019-02-04

Other Names

• Reid Owen Schmideler