Loren D Cunnington

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

• 10/2015 → 01/2018
  Chemical Bank
  Niles, MI
• 10/2015 → 01/2018
  Cetera Investment Services Llc
  St. Cloud, MN
• 10/2015 → 01/2018
  Cetera Investment Advisers Llc
  Niles, MI
• 01/2018 → 07/2020
  Wells Fargo Clearing Services, Llc
  South Bend, IN
• 07/2020 → 06/2022
  Allstate Insurance Co
  Paw Paw, MI
• 06/2022 → 03/2026
  Lpl Financial
  St Joseph, MI
• 06/2022 → 03/2026
  Credit Union Trust
  St Joseph, MI
• 03/2026 → Present
  Honor Credit Union
  Saint Joseph, MI
• 03/2026 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 03/2026 → Present
  Cetera Investment Advisers Llc
  Saint Joseph, MI

Previous Registrations

• 2022-06-10 → 2026-03-24
  Lpl Financial Llc
  St. Joseph, MI
  South Haven, MI
  Coloma, MI
  Benton Harbor, MI
  Niles, MI
  Stevensville, MI
  St. Joseph, MI
• 2020-07-27 → 2022-06-09
  Allstate Financial Advisors, Llc
  South Have, MI
  Paw Paw, MI
• 2018-01-05 → 2020-07-20
  Wells Fargo Clearing Services, Llc
  Duluth, MN
  South Bend, IN
  La Porte, IN
  Davenport, IA
  Davenport, IA
  Mishawaka, IN
• 2015-10-06 → 2018-01-05
  Cetera Investment Advisers Llc
  Niles, MI
• 2014-10-07 → 2015-04-21
  Tiaa-Cref Individual & Institutional Services, Llc
  South Bend, IN
• 2012-10-01 → 2014-09-25
  J.P. Morgan Securities Llc
  Benton Harbor, MI
  Benton Harbor, MI
  Stevensville, MI
  Bridgman, MI
• 2011-04-19 → 2012-10-01
  Chase Investment Services Corp.
  St. Joseph, MI
  Benton Harbor, MI
  Stevensville, MI
  Benton Harbor, MI
• 2009-12-16 → 2011-04-05
  Edward Jones
  St Louis, MO
  Stevensville, MI

Exams

• S66 Uniform Combined State Law Examination
  2009-12-10

Other Names

• Loren Cunnington
• Loren David Cunnington
• Loren David Cunnington