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Donald Joseph Disteldorf

Cetera Investment Advisers LLC

Oak Lawn, IL

CRD 2399308

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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:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-02-27
IL RA APPROVED 2005-07-12
  • TX RA
    APPROVED_RES
    Since 2023-02-27
  • IL RA
    APPROVED
    Since 2005-07-12

Branch Locations

5017 W. 95Th Street, Oak Lawn, IL 60453 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Disteldorf, Ltd Cpa'S Oak Lawn IL 01/1987 Present
Cetera Financial Specialists Llc Schaumburg IL 06/1993 Present
Cetera Invesment Advisers Llc Schaumburg IL 07/2005 Present
  • 01/1987 → Present
    Disteldorf, Ltd Cpa'S
    Oak Lawn, IL
  • 06/1993 → Present
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 07/2005 → Present
    Cetera Invesment Advisers Llc
    Schaumburg, IL
Other Businesses

1) NAME OF OTHER BUSINESS: DISTELDORF, LTD CPA'S; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ACCOUNTING AND TAX SERVICES; START DATE: 01/1987; POSITION/TITLE/RELATIONSHIP: OWNER / PRESIDENT; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: ACCOUNTING AND TAX SERVICES; 2) COMPU-TRAIN, INC: COMPUTER/SOFTWARE TRAINING - TITLES & START DATES: DISTELDORF: VICE PREISENT, STARTED 1/1/87, COMPU-TRAIN: PRESIDENT, STARTED 1/1/00 - DUTIES AT BOTH COMPANIES: MANAGING PARTNER - WORK 30-40 HRS/WK; 3) 95TH ST ENTERPRISES, LLC, NOT INV REL RENTAL REAL ESTATE, PARTNER, 46% OWNER, .5H/WK; 5) BENOIT & DISTELDORF, RENTAL REAL ESTATE, GEN PARTNER, SINCE 2003, .5H/WK: 4)DISTELDORF FINANCIAL GROUP; OAK LAWN, IL; BUSINESS-FINANCIAL SERVICES; OWNER SINCE 10/01/09; 15 HRS/WK; MONEY MGMT SERVICES, MUTUAL FUNDS, INDIVIDUAL STOCKS:

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-06-27
S63 Uniform Securities Agent State Law Examination 1993-11-02
  • S65 Uniform Investment Adviser Law Examination
    2005-06-27
  • S63 Uniform Securities Agent State Law Examination
    1993-11-02

View on SEC IAPD

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