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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
TX RA APPROVED_RES 2025-04-15
MI RA APPROVED 2025-01-16
  • TX RA
    APPROVED_RES
    Since 2025-04-15
  • MI RA
    APPROVED
    Since 2025-01-16

Branch Locations

20750 Civic Center Drive Suite 590, Southfield, MI 48076 • 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
Bankers Life Chicago IL 04/2009 08/2021
Bankers Life Securities Albuquerque NM 08/2019 08/2021
Bankers Life Advisory Service, Inc Albuquerque NM 08/2019 08/2021
First Command Brokerage Services, Inc. Fort Worth TX 06/2022 05/2023
First Command Advisory Services, Inc. Fort Worth TX 06/2022 05/2023
First Command Insurance Services, Inc. Fort Worth TX 06/2022 05/2023
Self Employed Albuquerque NM 09/2021 07/2022
N/A Lapeer MI 05/2023 04/2024
Home Depot Lapeer MI 04/2024 12/2024
Cetera Wealth Services, Llc El Segundo CA 01/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 01/2025 Present
  • 04/2009 → 08/2021
    Bankers Life
    Chicago, IL
  • 08/2019 → 08/2021
    Bankers Life Securities
    Albuquerque, NM
  • 08/2019 → 08/2021
    Bankers Life Advisory Service, Inc
    Albuquerque, NM
  • 06/2022 → 05/2023
    First Command Brokerage Services, Inc.
    Fort Worth, TX
  • 06/2022 → 05/2023
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 06/2022 → 05/2023
    First Command Insurance Services, Inc.
    Fort Worth, TX
  • 09/2021 → 07/2022
    Self Employed
    Albuquerque, NM
  • 05/2023 → 04/2024
    N/A
    Lapeer, MI
  • 04/2024 → 12/2024
    Home Depot
    Lapeer, MI
  • 01/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 01/2025 → Present
    Schaumburg, IL
Previous Registrations
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: 04/2024 APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: WEALTH STRATEGIES FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 3. NAME OF OTHER BUSINESS: JEFF HAKES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 01/2024 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: PROVIDING HEALTH INSURANCE AND ADVICE

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-06
  • S66 Uniform Combined State Law Examination
    2020-08-06
Other Names
  • Jeffrey Hakes
  • Jeffrey Allen Hakes

View on SEC IAPD

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