Ashley Marie Van Roekel

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

• 09/2012 → 09/2019
  Terrace View Event Center
  Sioux Center, IA
• 04/2016 → Present
  Oc Fit
  Orange City, IA
• 06/2017 → 12/2018
  Robin's School Of Dance
  Sioux Center, IA
• 05/2017 → 07/2017
  Unity Christian High School
  Orange City, IA
• 06/2020 → Present
  American State Bank
  Sioux Center, IA
• 06/2020 → Present
  Cetera Investment Services Llc
  St.CLoud, MN
• 02/2021 → Present
  Cetera Investment Advisers Llc
  Sioux Center, IA

Other Businesses

1) AMERICAN STATE BANK, TRUST DEPARTMENT, ADMINISTRATIVE ROLE WITH NEW ACCOUNT PAPERWORK AND RUNNING REPORTS

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-02-05
• S63 Uniform Securities Agent State Law Examination
  2020-07-27

Other Names

• Ashley Marie Viet