Isaac Allen Funes

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

• 07/2025 → 07/2025
  Renaissance Financial
  Sandy, UT
• 03/2024 → Present
  Master Roofing
  Lindon, UT
• 09/2023 → 03/2024
  The Grey House
  South Jordan, UT
• 07/2023 → 08/2023
  Nuvia Dental Implant Center
  Orem, UT
• 06/2023 → 07/2023
  Bosso Smart Lighting
  Salt Lake City, UT
• 12/2022 → 05/2023
  Student
  Orem, UT
• 05/2022 → 11/2022
  Nova Solar
  Orem, UT
• 02/2021 → 04/2022
  Preventive Pest Control
  Draper, UT
• 06/2021 → 08/2021
  Common Sense Financial
  American Fork, UT
• 06/2024 → 07/2024
  Wealth Strategies
  Murray, UT
• 10/2017 → 07/2018
  Loveland Living Planet Aquarium
  Draper, UT
• 10/2016 → 09/2017
  Sparkle Car Wash
  South Jordan, UT
• 01/2015 → 09/2016
  Student
  South Jordan, UT
• 09/2018 → 01/2021
  Lds Mission
  Quito
• 07/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 10/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES START DATE: 07/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 35 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING FOR CLIENTS 2. NAME OF OTHER BUSINESS: MASTER ROOFING INVESTMENT RELATED: NO ADDRESS: LINDON, UT NATURE OF BUSINESS: ROOFING START DATE: 03/2024 POSITION/TITLE/RELATIONSHIP: REPAIR TECH / PROJECT MANAGER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PERFORM REPAIRS, COORDINATE MATERIALS AND DELIVERIES FOR ROOFING PROJECTS.

Exams

• S66 Uniform Combined State Law Examination
  2025-09-29

Other Names

• Isaac Funes