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Current Employers
Cetera Investment Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-03-21
  • OH RA
    APPROVED
    Since 2024-03-21

Branch Locations

2006 4Th St, Cuyahoga Falls, OH 44221 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Princor Financial Services Corporation Fairlawn OH 05/2014 02/2018
Alliance Financial Services Fairlawn OH 05/2014 02/2018
Valmark Securities, Inc. Akron OH 02/2018 12/2021
Valmark Advisers, Inc. Akron OH 04/2018 12/2021
W3 Wealth Management Akron OH 02/2018 12/2021
W3 Wealth Advisors, Llc Akron OH 11/2018 12/2021
Cetera Advisors Llc St Cloud CA 01/2022 Present
Impel Wealth Management Cuyahoga Falls OH 01/2022 Present
Cetera Investment Advisers Llc Schaumburg IL 03/2024 Present
  • 05/2014 → 02/2018
    Princor Financial Services Corporation
    Fairlawn, OH
  • 05/2014 → 02/2018
    Alliance Financial Services
    Fairlawn, OH
  • 02/2018 → 12/2021
    Valmark Securities, Inc.
    Akron, OH
  • 04/2018 → 12/2021
    Akron, OH
  • 02/2018 → 12/2021
    W3 Wealth Management
    Akron, OH
  • 11/2018 → 12/2021
    Akron, OH
  • 01/2022 → Present
    Cetera Advisors Llc
    St Cloud, CA
  • 01/2022 → Present
    Impel Wealth Management
    Cuyahoga Falls, OH
  • 03/2024 → Present
    Schaumburg, IL
Previous Registrations
Other Businesses

1. NAME OF OTHER BUSINESS: IMPEL WEALTH MANAGEMENT INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 01/2022, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 04/2024; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 3. NAME OF OTHER BUSINESS: INTERVAL BROTHERHOOD HOME; INVESTMENT RELATED: NO; ADDRESS: 3445 S. MAIN STREET AKRON, OH 44319; NATURE OF BUSINESS: NON PROFIT; START DATE: 07/17/2026; POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: .5; APX NUMBER OF HOURS DURING TRADING HOURS: .5; BRIEF DESCRIPTION OF DUTIES: ON THE FOUNDATION BOARD TO HELP OVERSEE EXPENSES, INCOME, AND FOUNDATION, HELP ESTABLISH A COMMITTEE TO OVERSEE THE RETIREMENT PLAN FOR EMPLOYEES ;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-17
  • S66 Uniform Combined State Law Examination
    2022-03-17
Designations
Other Names
  • Irene Angela Hoffmann

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