Daniel Timothy Adams

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

• 05/2016 → 07/2017
  Whitaker Buick Gmc
  Forest Lake, MN
• 08/2017 → 05/2019
  State Farm
  Lino Lakes-Centerville, MN
• 06/2019 → 08/2020
  Cetera Advisor Networks
  El Segundo, CA
• 08/2020 → 09/2021
  Cetera Advisor Networks
  El Segundo, CA
• 05/2019 → 09/2021
  My Financial Guardian
  Minneapolis, MN
• 09/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2021 → 04/2026
  Advisornet Wealth Partners
  Minneapolis, MN
• 01/2023 → 01/2024
  Advisornet Financial Inc. Dba Advisornet Planning Partners
  Minnetonka, MN
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2024 → Present
  Box Financial Advisors
  Minnetonka, MN

Previous Registrations

• 2021-09-08 → 2026-04-01
  Advisornet Wealth Partners
  Minneapolis, MN
  Minnetonka, MN
  Minnetonka, MN

Other Businesses

1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 5/2022; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, FIXED ANNUITIES AND LONG-TERM CARE; 2) NAME OF OTHER BUSINESS: BOX FINANCIAL ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2024; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2021-08-31

Designations

• Certified Financial Planner
• Chartered Financial Consultant