Mary Kay Vanderweyst

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

• 11/2015 → 09/2016
  Midcountry Bank
  Minnetonka, MN
• 11/2015 → 09/2016
  Cetera Investment Services Llc
  St. Cloud, MN
• 11/2015 → 09/2016
  Cetera Investment Advisers Llc
  Minnetonka, MN
• 11/2016 → 08/2017
  Mrk (Clearing Thru Hd Vest Investment Services)
  Plymouth, MN
• 09/2016 → 11/2016
  Unemployed
  Big Lake, MN
• 05/2018 → 05/2018
  Valic Financial Advisors, Inc.
  Edina, MN
• 06/2018 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 06/2018 → 05/2020
  Cetera Investment Services Llc
  St. Cloud, MN
• 06/2018 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2017 → 04/2018
  Unemployed
  Big Lake, MN

Previous Registrations

• 2018-05-08 → 2018-05-18
  Valic Financial Advisors, Inc.
  Edina, MN
• 2016-12-08 → 2017-09-06
  Avantax Advisory Services
  Plymouth, MN
• 2015-11-25 → 2016-09-15
  Cetera Investment Advisers Llc
  Minnetonka, MN
  Buffalo, MN
• 2013-12-10 → 2015-11-04
  Cuso Financial Services, L.P.
  Maple Grove, MN
  San Diego, CA
• 2007-09-06 → 2012-04-12
  Edward Jones
  St Louis, MO
  Big Lake, MN

Exams

• S66 Uniform Combined State Law Examination
  2006-10-31

Other Names

• Mary Kay Vanserweyst
• Mary Kay Vanderweyst
• Mary Kay Hansen
• Mary Kay Norton
• Mary Kay Vanderweyst
• Mary Vanderweyst