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Nathan Hale

Cetera Investment Advisers LLC

Sandy, UT

CRD 8255899

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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:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-05-28
  • UT RA
    APPROVED
    Since 2026-05-28

Branch Locations

9815 South Monroe St Suite 550, Sandy, UT 84070 • 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 05/2026 Present
Saint Stanislaus High School Bay St. Louis MS 04/2016 05/2019
Smokin Joe's Bbq Bay St. Louis MS 04/2017 06/2017
Top Guns Gym Pass Christian MS 03/2019 07/2019
University Of Alabama Birmingham Birmingham AL 08/2019 12/2019
University Of Mississippi Oxford MS 01/2020 12/2020
Lowe's Gulfport MS 12/2020 01/2021
Northwest Mississippi Community College Oxford MS 01/2021 12/2021
Chick-Fil-A Oxford MS 01/2021 10/2021
University Of Mississippi Oxford MS 01/2022 05/2023
Ole Miss Landscape Oxford MS 08/2022 06/2023
Renasant Bank Diamondhead MS 08/2023 06/2025
Louisiana State University In Shreveport Shreveport LA 05/2024 12/2025
Valet Living Draper UT 09/2025 02/2026
Wafd Bank Murray UT 09/2025 04/2026
Cetera Wealth Services, Llc El Segundo CA 04/2026 Present
  • 05/2026 → Present
    Schaumburg, IL
  • 04/2016 → 05/2019
    Saint Stanislaus High School
    Bay St. Louis, MS
  • 04/2017 → 06/2017
    Smokin Joe's Bbq
    Bay St. Louis, MS
  • 03/2019 → 07/2019
    Top Guns Gym
    Pass Christian, MS
  • 08/2019 → 12/2019
    University Of Alabama Birmingham
    Birmingham, AL
  • 01/2020 → 12/2020
    University Of Mississippi
    Oxford, MS
  • 12/2020 → 01/2021
    Lowe's
    Gulfport, MS
  • 01/2021 → 12/2021
    Northwest Mississippi Community College
    Oxford, MS
  • 01/2021 → 10/2021
    Chick-Fil-A
    Oxford, MS
  • 01/2022 → 05/2023
    University Of Mississippi
    Oxford, MS
  • 08/2022 → 06/2023
    Ole Miss Landscape
    Oxford, MS
  • 08/2023 → 06/2025
    Renasant Bank
    Diamondhead, MS
  • 05/2024 → 12/2025
    Louisiana State University In Shreveport
    Shreveport, LA
  • 09/2025 → 02/2026
    Valet Living
    Draper, UT
  • 09/2025 → 04/2026
    Wafd Bank
    Murray, UT
  • 04/2026 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
Other Businesses

1. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR 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: 35 BRIEF DESCRIPTION OF DUTIES: ASSET MANAGEMENT AND PROVIDING FINANCIAL ADVICE; 2. NAME OF OTHER BUSINESS: OLE MISS SALT LAKE CLUB ; INVESTMENT RELATED: NO ADDRESS: 651 GROVE LOOP, OXFORD MS 38655 ; NATURE OF BUSINESS: NON-PROFIT ; START DATE: 9/1/26 ; POSITION/TITLE/RELATIONSHIP: PRESIDENT ; APX NUMBER OF HOURS PER WEEK: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OVERSEE ACTIVITIES & WORK WITH ALUMNI TO DRIVE EXCITEMENT;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-22
  • S66 Uniform Combined State Law Examination
    2026-05-22

View on SEC IAPD

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