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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-03-21 |
| TX | RA | APPROVED_RES | 2024-03-21 |
Branch Locations
6745 Rangewood Dr. Ste 200, Colorado Springs, CO 80918 • United States
6745 Rangewood Drive, Suite 200, Colorado Springs, CO 80918 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Colorado Springs | CO | 10/2013 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
DBA: ZELLER WEALTH MANAGEMENT, LLC, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED LOCATION, INVESTMENT AND ADVISORY SERVICES, START 2006, OVER 40 HRS PER WEEK, DURING TRADING HOURS, OWNER, SALES AND CUSTOMER SERVICE. ZELLER AND ASSOCIATES, INVESTMENT RELATED, ADDRESS SAMES AS REGISTERED LOCATION, FIXED INSURANCE WITH VARIOUS COMPANIES, START 1996, 5 HRS PER WEEK - VARIES DURING TRADING HOURS, INSURANCE AGENT - SELLS LIFE, HEALTH, ANNUITIES AND DISABILITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-28 |
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