Laird John Trepp

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

• 08/2006 → Present
  Planning Associates
  Iron Mountain, MI
• 09/2014 → 06/2021
  Voya Financial Advisors
  Iron Mountain, MI
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2010-09-17 → 2021-06-09
  Voya Financial Advisors, Inc.
  Marinette, WI
  Iron Mountain, MI
  Iron Mountain, MI
  Windsor, CT

Other Businesses

NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 801 RIVER AVE; IRON MOUNTAIN; MI; 49801; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 2/9/2006; 16; 16; SALES OF FIXED INSURANCE PRODUCTS|NAME OF ENTITY:Planning Associates; Yes; 801 RIVER AVE; IRON MOUNTAIN; MI; 49801; FINANCIAL SERVICES/DBA; Owner; 8/1/2006; 160; 160; selling securities and insurance products.|NAME OF ENTITY:Laird Trepp-Rental Income; No; 801 RIVER AVE; IRON MOUNTAIN; MI; 49801; RENTAL PROPERTY; Owner; 7/20/2020; 2; 0; COLLECT RENT , MAINTAIN OFFICE BUILDING|

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-07-28
• S63 Uniform Securities Agent State Law Examination
  1996-04-19

Other Names

• Laird John Trepp