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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
7047 E. Greenway Pkwy Suite 250, Scottsdale, AZ 85254 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jacob Gold & Associates | Scottsdale | AZ | 03/2008 | 09/2022 |
| Voya Financial Advisors | Scottsdale | AZ | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Scheur Wealth Management, Inc. | Scottsdale | AZ | 08/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1) NAME OF OTHER BUSINESS: SCHEUR WEALTH MANAGEMENT, INC.; INVESTMENT RELATED: YES; ADDRESS: 7047 E. GREENWAY PKWY STE 250 SCOTTSDALE, AZ 85254; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 8/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 60; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES ; 2) NAME OF ENTITY: Independent Insurance Agent; Yes; 14850 N SCOTTSDALE ROAD, STE 255; BRAINERD; MN; 56401; fixed insurance sales; Independent Insurance Agent; 8/29/2014; 160; 160; sales of fixed insurance products| 3) NAME OF OTHER BUSINESS: BUFFALO BEACH NUTS, LLC INVESTMENT RELATED: NO; ADDRESS: 20913 N. 39TH ST PHOENIX, AZ 85050; NATURE OF BUSINESS: VACATION PROPERTY; START DATE: 8/21/2007; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK:0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: MANAGE-VACATION HOME IN MEXICO;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-21 |
Reach out to this advisor