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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
WI RA APPROVED 2026-06-01
  • WI RA
    APPROVED
    Since 2026-06-01

Branch Locations

1125 Milwaukee Avenue, South Milwaukee, WI 53172 • 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
Cetera Investment Advisers, Llc Schaumburg IL 06/2026 Present
Mutual Of Omaha Investor Services Waukesha WI 06/2025 04/2026
Mutual Of Omaha Insurance Company Waukesha WI 05/2025 04/2026
Lexus Of Milwaukee Milwaukee WI 02/2024 05/2025
Hyundai West Allis West Allis WI 11/2023 02/2024
Port Edward's Algonquin IL 04/2023 10/2023
Beelow's Steakhouse Lake Zurich IL 10/2021 04/2023
Crab Trap Destin FL 05/2021 10/2021
Little Chef Mchenry IL 09/2019 04/2021
Jj's La Puerta Sister Bay WI 05/2019 09/2019
Mchenry Community High School Mchenry WI 08/2015 08/2019
Cetera Wealth Services, Llc El Segundo CA 05/2026 Present
Port Edward Restaurant Algoquin IL 04/2026 Present
Dbhw Wealth Partners South Milwaukee WI 04/2026 Present
  • 06/2026 → Present
    Schaumburg, IL
  • 06/2025 → 04/2026
    Mutual Of Omaha Investor Services
    Waukesha, WI
  • 05/2025 → 04/2026
    Mutual Of Omaha Insurance Company
    Waukesha, WI
  • 02/2024 → 05/2025
    Lexus Of Milwaukee
    Milwaukee, WI
  • 11/2023 → 02/2024
    Hyundai West Allis
    West Allis, WI
  • 04/2023 → 10/2023
    Port Edward's
    Algonquin, IL
  • 10/2021 → 04/2023
    Beelow's Steakhouse
    Lake Zurich, IL
  • 05/2021 → 10/2021
    Crab Trap
    Destin, FL
  • 09/2019 → 04/2021
    Little Chef
    Mchenry, IL
  • 05/2019 → 09/2019
    Jj's La Puerta
    Sister Bay, WI
  • 08/2015 → 08/2019
    Mchenry Community High School
    Mchenry, WI
  • 05/2026 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 04/2026 → Present
    Port Edward Restaurant
    Algoquin, IL
  • 04/2026 → Present
    Dbhw Wealth Partners
    South Milwaukee, WI
Other Businesses

1. NAME OF OTHER BUSINESS: DBHW WEALTH PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 2. NAME OF OTHER BUSINESS: PORT EDWARD RESTAURANT INVESTMENT RELATED: NO ADDRESS: 20 W ALGONQUIN RD ALGOQUIN, IL 60102 NATURE OF BUSINESS: RESTAURANT START DATE: 04/2026 POSITION/TITLE/RELATIONSHIP: BARTENDER APX NUMBER OF HOURS PER WEEK: 8 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: TRAIN NEW STAFF AND SERVE GUESTS FOOD AND BEVERAGES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-22
S63 Uniform Securities Agent State Law Examination 2026-01-28
  • S65 Uniform Investment Adviser Law Examination
    2026-05-22
  • S63 Uniform Securities Agent State Law Examination
    2026-01-28
Other Names
  • Rosie Weiss

View on SEC IAPD

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