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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 2026-04-20
  • WI RA
    APPROVED
    Since 2026-04-20

Branch Locations

1855 E Main St, Onalaska, WI 54650 • 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
Kwik Trip, Inc La Crosse WI 05/2016 01/2026
University Of Wisconsin-La Crosse La Crosse WI 09/2012 12/2017
Cetera Wealth Services, Llc El Segundo CA 01/2026 Present
Rush Wisconsin West Soccer La Crosse WI 09/2015 03/2026
Quantum Group Planners Onalaska WI 01/2026 Present
Two Personal Rental Properties La Crosse WI 08/2025 03/2026
Rush Wisconsin West Soccer La Crosse WI 06/2025 Present
Rental Porperty La Crosse WI 04/2022 05/2026
Cetera Investment Advisers Llc Schaumburg IL 04/2026 Present
  • 05/2016 → 01/2026
    Kwik Trip, Inc
    La Crosse, WI
  • 09/2012 → 12/2017
    University Of Wisconsin-La Crosse
    La Crosse, WI
  • 01/2026 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 09/2015 → 03/2026
    Rush Wisconsin West Soccer
    La Crosse, WI
  • 01/2026 → Present
    Quantum Group Planners
    Onalaska, WI
  • 08/2025 → 03/2026
    Two Personal Rental Properties
    La Crosse, WI
  • 06/2025 → Present
    Rush Wisconsin West Soccer
    La Crosse, WI
  • 04/2022 → 05/2026
    Rental Porperty
    La Crosse, WI
  • 04/2026 → Present
    Schaumburg, IL
Other Businesses

1. NAME OF OTHER BUSINESS: QUANTUM GROUP PLANNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 2/2026 APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 40 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISING 2. NAME OF OTHER BUSINESS: RUSH WISCONSIN WEST SOCCER; INVESTMENT RELATED: NO; ADDRESS: 2500 HAUSER STREET LOS ANGELES, WI 54601; NATURE OF BUSINESS: NON PROFIT; START DATE: 03/2026; POSITION/TITLE/RELATIONSHIP: VOLUNTEER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: VOLUNTEER SOCCER AND CLUB ADVICE TO THE RESPECTIVE BOARD IN TERMS OF COMMUNITY ENGAGEMENT, SERVANT LEADERSHIP AND TECHNICAL SOCCER APPLICATIONS;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-18
  • S66 Uniform Combined State Law Examination
    2026-04-18

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