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David Emanuel Scheur

Cetera Investment Advisers LLC

Scottsdale, AZ

CRD 2660769

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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:

Current Employers
Cetera Investment Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-06-29
TX RA APPROVED_RES 2023-06-29
  • AZ RA
    APPROVED
    Since 2023-06-29
  • TX RA
    APPROVED_RES
    Since 2023-06-29

Branch Locations

7047 E. Greenway Pkwy Suite 250, Scottsdale, AZ 85254 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2008 → 09/2022
    Jacob Gold & Associates
    Scottsdale, AZ
  • 09/2014 → 06/2021
    Voya Financial Advisors
    Scottsdale, AZ
  • 06/2021 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 08/2022 → Present
    Scheur Wealth Management, Inc.
    Scottsdale, AZ
  • 06/2023 → Present
    Schaumburg, IL
Previous Registrations
  • 2008-03-31 → 2021-06-09
    Scottsdale, AZ
    Phoenix, AZ
    Greenville, SC
    Scottsdale, AZ
    Greenville, SC
    El Segundo, CA
    Windsor, CT
  • 2003-08-27 → 2008-04-09
    Ameriprise Advisor Services, Inc.
    Scottsdale, AZ
    Scottsdale, AZ
Other Businesses

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;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-08-16
S63 Uniform Securities Agent State Law Examination 1995-11-21
  • S65 Uniform Investment Adviser Law Examination
    2003-08-16
  • S63 Uniform Securities Agent State Law Examination
    1995-11-21
Other Names
  • Dave Scheur

View on SEC IAPD

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