Best Investors
Account
Sign in
Cetera Investment Advisers LLC CRD 105644
$257B regulatory AUM 24,019 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-08-10 |
Branch Locations
12481 South Fort Street Suite 150, Draper, UT 84020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life | St. Paul | MN | 08/1995 | 08/2023 |
| Securian Financial Services, Inc. | Ogden | UT | 08/1995 | 08/2023 |
| Strategic Financial Partners | Colorado Springs | CO | 10/2011 | 10/2022 |
| Renaissance Financial Corp | Draper | UT | 11/2022 | Present |
| Cetera Wealth Services, Llc | Sandy | UT | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| Tax & Financial Group | Draper | UT | 07/2026 | Present |
1. CEDAR RANCH SUB-DEVELOPMENT LLC POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2005 ADDRESS: , Draper UT , United States DESCRIPTION: Owner 2. MOAB RANCH NO.7 LLC POSITION: Member NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2005 ADDRESS: 1266 N HWY 191 #7, Moab UT 84532, United States DESCRIPTION: 100%owner of a luxury townhome condo used for pleasure (second home) and nightly rentals - managed by a professionalrental managementcompany. 3. RENTAL PROPERTIES POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2004 ADDRESS: 777 N Sage Creek Circle, Washington UT 84780, United States DESCRIPTION: 1107 N Alegre Alley, Washington, UT. 84780 it will be added to Crown Properties, LLC after closing. My other investment propertyis located at: 1919 E Holiday Lane Washington, UT. 84780. This property also will be titled in Crown Properties, LLC 4. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: November 2022 POSITION/TITLE/RELATIONSHIP: Financial Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, INSURANCE AND ADVISORY SERVICES 5. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: August 1995 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 6. ALLEGIS POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/30/2023 ADDRESS: 75 W towne ridge parkway Suite 210, Santy UT 84070, United States DESCRIPTION: Fixed Insurance Sales 7. NAME OF OTHER BUSINESS: THE SOCIETY FOR FINANCIAL AWARENESS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NON-PROFIT; START DATE: 3/2026; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: TO HOST FINANCIAL & RETIREMENT PLANNING WORKSHOPS; 8. NAME OF OTHER BUSINESS: TAX & FINANCIAL GROUP INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 07/2026, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 50, APX NUMBER OF HOURS DURING TRADING HOURS: 40, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-22 |
Reach out to this advisor