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Erika Ann Milosevich

Cetera Investment Advisers LLC

Brookfield, WI

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Current Employers
Cetera Investment Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2014-01-21
  • WI RA
    APPROVED
    Since 2014-01-21

Branch Locations

15700 W Bluemound Road, Brookfield, WI 53005 • 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
Northshore Bank Brookfield WI 05/2000 Present
Cetera Investment Services Llc St. Cloud MN 02/2004 Present
Cetera Investment Advisers Llc Brookfield WI 01/2014 Present
  • 05/2000 → Present
    Northshore Bank
    Brookfield, WI
  • 02/2004 → Present
    Cetera Investment Services Llc
    St. Cloud, MN
  • 01/2014 → Present
    Cetera Investment Advisers Llc
    Brookfield, WI
Previous Registrations
Other Businesses

CHURCH COUNCIL MEMBER FOR MUSIC AND WORSHIP FOR HOLY TRINITY LUTHERN CHURCH, 2/HRS/WK

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-06-15
S63 Uniform Securities Agent State Law Examination 1994-02-09
  • S65 Uniform Investment Adviser Law Examination
    2011-06-15
  • S63 Uniform Securities Agent State Law Examination
    1994-02-09
Other Names
  • Erika Ann Wallestad

View on SEC IAPD

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Other Investors

DEANNE E PHILLIPS
MATTHEW ROSS KRENKE
Eric Gustav Strom
Thomas James Berkholtz
Heather Christine Shutta
Jeffrey Lynn Stanich
Clayton Joel Beilfuss
Logan Alexander Kepler

Other Offices

ANNEX WEALTH MANAGEMENT, LLC · BROOKFIELD, WI
RBC CAPITAL MARKETS, LLC · BROOKFIELD, WI
MARINER · BROOKFIELD, WI
M HOLDINGS SECURITIES, INC. · Brookfield, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Brookfield, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Brookfield, WI
ENTASIS ASSET MANAGEMENT LLC · Brookfield, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BROOKFIELD, WI

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