Curt Edward Coulombe

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

• 02/2007 → 02/2018
  Invest Financial Corp
  Tampa, FL
• 02/2018 → Present
  Cetera Advisors Llc
  Denver, CO
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2025 → Present
  Flint River Financial Advisors
  Atlanta, GA

Previous Registrations

• 2007-02-06 → 2018-02-09
  Invest Financial Corporation
  Marietta, GA
• 2003-10-10 → 2007-02-06
  Equitable Advisors, Llc
  Atlanta, GA
  Atlanta, GA

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: 1/2018 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF TRADING HOURS PER WEEK: 32.5 POSITION/TITLE/RELATIONSHIP: AGENT BRIEF DESCRIPTION OF DUTIES: SELLING LIFE, HEALTH, DISABILITY, ANNUITIES, & LONG TERM CARE 2. NAME OF OTHER BUSINESS: ELLIOTT AND ASSOCIATES WEALTH ADVISORS, INC.; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 02/2007; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF TRADING HOURS PER WEEK: 32.5; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL AND INSURANCE SERVICES; 3. NAME OF OTHER BUSINESS: DAKAR FINANCIAL, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: LLC FOR ACCOUNTING PURPOSES;; START DATE: 12/2021; POSITION/TITLE/RELATIONSHIP: FOUNDER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: LLC ESTABLISHED FOR ACCOUNTING PURPOSES; 4. NAME OF OTHER BUSINESS: FLINT RIVER FINANCIAL ADVISORS ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL AND INSURANCE SERVICES; START DATE: 03/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 60; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL AND INSURANCE SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-02
• S63 Uniform Securities Agent State Law Examination
  1993-01-21

Designations

• Certified Financial Planner