Donna Jean Lameka

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

• 09/2015 → 06/2021
  Voya Financial Advisors, Inc.
  Cedar Lake, IN
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-10-03 → 2021-06-09
  Voya Financial Advisors, Inc.
  Skokie, IL
  Cedar Lake, IN
  Marinette, WI

Other Businesses

1) NAME OF ENTITY:LAMEKA FINANCIAL; Yes; 12712 MEADOWLARK LN; CEDAR LAKE; IN; 46303; FINANCIAL SERVICES/DBA; OWNER; 6/29/2016; 120; 100; SELL & SERVICE OF FIXED INSURANCE, SECURITIES PRODUCTS.| 2) NAME OF ENTITY: Independent Insurance Agent; Yes; 12712 MEADOWLARK LN; CEDAR LAKE; IN; 46303; Fixed Insurance Sales; Independent Insurance Agent; 9/29/2015; 15; 15; Sales of Fixed Insurance Products|

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-10-03
• S63 Uniform Securities Agent State Law Examination
  1995-11-29

Other Names

• Donna J Lameka
• Donna Jean Gerritsen