Donna Morgan Negus

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

• 05/2001 → 01/2019
  Investment Planners, Inc.
  Franklin, TN
• 07/2001 → 01/2019
  Investment Planners, Inc.
  Decatur, IL
• 05/2001 → 01/2019
  Investment Planners, Inc.
  Decatur, IL
• 05/2005 → 01/2019
  Ipi Asset Management
  Decatur, IL
• 01/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2009 → 01/2019
  Thomas J. Ealy, Sr.
  Champaign, IL
• 01/2019 → Present
  Central Illinois Group Llc, Dba Lifewise Wealth Advisors
  Champaign, IL
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 11/2025 → Present
  True North Wealth Solutions, Llc
  Goodslettville, TN

Previous Registrations

• 2005-05-31 → 2019-02-20
  Ipi Wealth Management, Inc.
  Goodlettesville, TN
  Decatur, IL

Other Businesses

1. NAME OF OTHER BUSINESS: CENTRAL ILLINOIS GROUP LLC, DBA LIFEWISE WEALTH ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ENTITY FOR BUSINESS OPERATION AND DBA NAME START DATE: 1/2019 POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE ADVISORY AND BROKERAGE SERVICES TO CLIENTS. 2. NAME OF OTHER BUSINESS: CARLETON FINANCIAL INC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: C CORP FOR BUSINESS OPERATION POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE AND IAR START DATE: 6/2009 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE ADVISORY AND BROKERAGE SERVICES TO CLIENTS 3. NAME OF OTHER BUSINESS: TRUE NORTH WEALTH SOLUTIONS, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: PARTNER; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-02-01
• S63 Uniform Securities Agent State Law Examination
  1995-01-06

Other Names

• Donna Mason Poindexter
• Donna Poindexter
• Donna Morgan Mason