Timothy Alexander Makovkin

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

• 08/2010 → Present
  Timothy Makovkin-Independent Insurance Agent
  Menlo Park, CA
• 08/2010 → 06/2021
  Voya Financial Advisors
  Menlo Park, CA
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2002-10-25 → 2021-06-09
  Voya Financial Advisors, Inc.
  Watsonville, CA
  Menlo Park, CA
  Belmont, CA
  San Jose, CA
• 2002-09-17 → 2002-11-05
  Valic Financial Advisors, Inc.
  San Mateo, CA

Other Businesses

1)NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 789 15TH AVE; MENLO PARK; CA; 94025; Fixed Insurance; Independent Insurance Agent; 10/23/2002; 10; 2; Sale of fixed insurance products.| 2) NAME OF ENTITY: Tim Makovkin; No; 16598 Sallander Drive; Sonora; CA; 95379; Property Manager; Property Manager; 8/1/2018; 1; .5; Collect Rent, pay mortgage and property taxes as they fall due plus provide for property maintenance as required.| 3) NAME OF OTHER BUSINESS: TIMOTHY MAKOVKIN; INVESTMENT RELATED: NO; ADDRESS: 17866 SKYFARM DRIVE TUOLUMNE, CA 95379; NATURE OF BUSINESS: REAL ESTATE RENTAL; START DATE: 10/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: RENTING KITCHENETTE SUITE; 4) NAME OF OTHER BUSINESS: TIMOTHY A MAKOVKIN; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REAL ESTATE RENTAL; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: PROPERTY OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PROPERTY MANAGEMENT;

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-09-16
• S63 Uniform Securities Agent State Law Examination
  1997-10-13