Spencer Alec Field

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

• 08/2002 → 01/2023
  The Msu Exponent
  Bozeman, MT
• 01/2023 → 10/2025
  Liberty Energy
  Williston, ND
• 05/2022 → 08/2022
  Northwestern Energy
  Bozeman, MT
• 10/2025 → Present
  Field Wealth Management
  Helena, MT
• 10/2025 → 03/2026
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2026 → Present
  Cetera Investment Advisors
  Schaumburg , IL

Other Businesses

1. NAME OF OTHER BUSINESS: FIELD WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES DBA START DATE: 10/2025 POSITION/TITLE/RELATIONSHIP: ASSOCIATE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES AND WEALTH MANAGEMENT DUTIES

Exams

• S66 Uniform Combined State Law Examination
  2026-06-29