Nolan Ott

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

• 10/2018 → 01/2024
  Centromotion
  Waukesha, WI
• 10/2008 → 10/2018
  Johnson Controls
  Milwaukee, WI
• 02/2024 → Present
  Ott Holdings
  Pewaukee, WI
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 05/2026 → Present
  Cetera Investment Advisers Llc
  Schaumberg, IL
• 12/2025 → Present
  Rush River Wealth Management
  Pewaukee, WI
• 11/2024 → Present
  Ott Holdings Dba Rush River Tax Navigation
  Pewaukee, WI

Other Businesses

1. NAME OF OTHER BUSINESS: RUSH RIVER WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 12/2025 POSITION/TITLE/RELATIONSHIP: OPERATIONS DIRECTOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PRACTICE MANAGEMENT, NEW ACCOUNTS, PROCESSES AND PROCEDURES 2. NAME OF OTHER BUSINESS: OTT HOLDINGS DBA RUSH RIVER TAX NAVIGATION; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: TAX AND BUSINESS ADVISORY CONSULTING FIRM; START DATE: 11/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: OWNER/OPERATOR OF TAX AND BUSINESS ADVISORY CONSULTING FIRM;

Exams

• S66 Uniform Combined State Law Examination
  2026-05-08