Megan Brooke Stelter

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

• 05/2023 → 05/2024
  Apple Inc.
  College Station, TX
• 06/2021 → 08/2023
  The Clubs At Houston Oaks
  Hockley, TX
• 06/2020 → 12/2020
  Calvin Klein
  Cypress, TX
• 06/2019 → 03/2020
  Villasport Athletic Club And Spa
  Cypress, TX
• 05/2018 → 08/2018
  Aquatic Management Of Houston
  Cypress, TX
• 08/2021 → 05/2025
  Texas A&M University
  College Station, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2015 → 05/2018
  Full Time Education
  Cypress, TX
• 08/2018 → 06/2019
  Full Time Education
  Cypress, TX
• 03/2020 → 06/2020
  Full Time Education
  Cypress, TX
• 05/2025 → 09/2025
  Unemployed
  Houston, TX
• 09/2022 → 10/2022
  Dutchbros
  College Station, TX
• 12/2020 → 06/2021
  Full Time Education
  Cypress, TX
• 12/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

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: 02/2025 APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 10 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: IMG FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 09/2025 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

Exams

• S66 Uniform Combined State Law Examination
  2025-11-20

Other Names

• Megan Stelter