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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2025-02-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Company | Fort Wayne | IN | 11/2015 | 02/2018 |
| Mml Investors Services Llc | Fort Wayne | IN | 12/2015 | 02/2018 |
| Concourse Financial Group Securities Inc | Saint Marys | OH | 02/2018 | 02/2025 |
| Grandlake Insurance Consultants Llc | Saint Marys | OH | 01/1986 | Present |
| Cetera Wealth Services, Llc | Saint Mary's | OH | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
GRANDLAKE INSURANCE CONSULTANTS LLC; Investment Related; Saint Marys, OH 45885; Insurance; Owner; Start Date 01/1986; 25 hours per month; Sales and service of fixed life and annuity products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-06-03 |
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