Sandra Renee Kadisak

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

• 12/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2017 → Present
  Lemisa Natural Foods, Inc
  Cochrane, UT

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 11/27/13, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT, BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE; 2. KADISAK AND BURK FINANCIAL GROUP, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, DBA NAME FOR FINANCIAL SERVICES, START 01/01/2014, >HRS/WK, VARIES, (TRADING HOURS, VARIES), REGISTERED REPRESENTATIVE - SELLING & SERVICING INSURANCE/SECURITIES; 3. NAME OF OTHER BUSINESS: OLD HOME FOODS, INC; INVESTMENT RELATED: NO; ADDRESS: 7808 CREEKRIDGE CIRCLE SUITE 320, BLOOMINGTON, MN 55439; NATURE OF BUSINESS: FOOD DISTRIBUTION; START DATE: 07/2018; POSITION/TITLE/RELATIONSHIP: CEO / BOARD MEMBER / OWNER; APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: COMPANY VISION AND STRATEGY, SALES, MARKETING, FINANCE ANALYSIS; 4. ADVISORNET BENEFITS, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, GROUP, HEALTH, DENTAL/LIFE/LTD INSURANCE & RETIREMENT PLANS, START 04/02/2014, VARIOUS HRS/WK (TRADING HOURS), SELLING & SERVICING INSURANCE; 5. NAME OF OTHER BUSINESS: LEMISA NATURAL FOODS, INC; INVESTMENT RELATED: NO; ADDRESS: S 1856 CTY ROAD U, COCHRANE, UT, 54622; NATURE OF BUSINESS: FOOD SERVICE; START DATE: 9/2017; POSITION/TITLE/RELATIONSHIP: OWNER, CEO, BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: MONTHLY CALL WITH LEMISA PLANT MANAGER. REVIEW PERFORMANCE OF PLANT MANAGER & VISIT PLANT PERIODICALLY;

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-12-20

Other Names

• Sandra Renee Carter
• Sandra Renee Hanson