Todd Alan Goetsch

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

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1) NAME OF OTHER BUSINESS: INSURANCE, INVESTMENT RELATED: YES, NATURE OF BUSINESS: SALE OF FIXED INSURANCE (LIFE, HEALTH, DISABILITY, ANNUITIES, LONG-TERM CARE), POSITION/TITLE/RELATIONSHIP: AGENT, START DATE: 01/25/2006, BRIEF DESCRIPTION OF DUTIES: SALE OF VARIOUS INSURANCE COMPANIES AS AN AGENT; 2. NAME OF OTHER BUSINESS: DBA CENTRAL FINANCIAL SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED ADDRESS NATURE OF BUSINESS: INSURANCE & ANNUITIES START DATE: 08/93 POSITION/TITLE/RELATIONSHIP: SALES AGENT APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: DBA FOR INSURANCE AND ANNUITY SALES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-06-01
• S63 Uniform Securities Agent State Law Examination
  1995-03-22