Irene Angela Zurowski

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

• 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
  Valmark Advisers, Inc.
  Akron, OH
• 02/2018 → 12/2021
  W3 Wealth Management
  Akron, OH
• 11/2018 → 12/2021
  W3 Wealth Advisors, Llc
  Akron, OH
• 01/2022 → Present
  Cetera Advisors Llc
  St Cloud, CA
• 01/2022 → Present
  Impel Wealth Management
  Cuyahoga Falls, OH
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-03-05 → 2022-01-20
  W3 Wealth Advisors, Llc
  Akron, OH
• 2018-04-11 → 2021-12-31
  Valmark Advisers, Inc.
  Akron, OH
• 2012-04-04 → 2012-05-16
  Mml Investors Services, Llc
  Medina, OH

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

• S66 Uniform Combined State Law Examination
  2022-03-17

Designations

• Certified Financial Planner

Other Names

• Irene Angela Hoffmann