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Cetera Investment Advisers LLC CRD 105644
$257B regulatory AUM 24,019 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-06 |
Branch Locations
1560 E Southlake Blvd Suite 100, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Southlake | TX | 02/1998 | 04/2020 |
| Fidelity Personal And Workplace Advisors | Southlake | TX | 07/2018 | 04/2020 |
| Weller Capital, Llc | Southlake | TX | 04/2020 | Present |
| Cs Planning Corp | Southlake | TX | 04/2020 | 06/2023 |
| Avantax Advisory Services | Southlake | TX | 06/2023 | 09/2025 |
| Avantax Investment Services Inc. | Southlake | TX | 02/2024 | 09/2025 |
| Strategic Advisers Llc | Southlake | TX | 09/2000 | 07/2018 |
| Avantax Insurance Agency, Llc | Southlake | TX | 02/2024 | 09/2025 |
| Cetera Wealth Services, Llc | Southlake | TX | 09/2025 | Present |
1)Weller Capital, LLC; member; This entity offers financial planning, including retirement planning, estate planning, tax planning, risk planning.; IR; 80; 04/27/2020; 1560 E Southlake Blvd Southlake TX 76092; I provide financial advice and guidance to my clients. I engage in the financial and tax planning process with my clients as well as portfolio management. duties include meeting with clients, monitoring portfolios, tracking deadlines, financial planning and tax planning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-19 |
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