George William Smith

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

• 07/2013 → 09/2025
  Avantax Investment Services, Inc.
  Hanna City, IL
• 05/2014 → 09/2025
  Avantax Advisory Services
  Hanna City, IL
• 04/2014 → 09/2025
  Avantax Insurance Services, Llc
  Hanna City, IL
• 12/2014 → Present
  Skyline Financial Services Llc
  Peoria, IL
• 05/2015 → 03/2023
  The Children's Home Association Of Illinois
  Peoria, IL
• 03/2023 → Present
  Trillium Place Residential Center At The Knolls
  Peoria, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Pekin, IL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-05-23 → 2025-09-05
  Avantax Advisory Services
  Commerce Township, MI
  Peoria, IL
  Hanna City, IL
  Pekin, IL

Other Businesses

1) TRILLIUM PLACE RESIDENTIAL CENTER AT THE KNOLLS POSITION: Program Technician NATURE: The facility is an addiction recovery center and provides substance abuse treatment programs in a residential setting. Text below is from their website: About UsUnityPoint Health - UnityPlace is proud to offer the most comprehensive addiction and mental health services in the region to you and your family. UnityPlace was formed by the joining of UnityPoint Health, Human Service Center and Tazwood Center for Wellness in April of 2019. UnityPlace is a new non-profit organization dedicated to meeting the growing behavioral health care needs of the community. Our compassionate and committed treatment team is comprised of many experts from psychiatry and addiction medicine. Our goal is to deliver comprehensive behavioral healthcare to optimize your well-being. It is our privilege to partner with you on your journey of healing.Our MissionUnityPlace will deliver a comprehensive, integrated community and medical-behavioral healthcare system to optimize wellbeing.04/03/2023 Update On 04/01/2023 UnityPoint Health merged with CarleHealth? and everything has been rebranded to CarleHealth/Trillium. The nature of the activity, job duties, hours, etc., is unchanged. The text below is from the rebranded website: About Us?Proudly affiliated with Carle Health, Trillium Place is a not for profit organization originally formed in April 2019 by joining UnityPoint Health Behavioral Health Services, the Human Service Center, and Tazwood Center for Wellness. The goal in aligning those organizations was to create a comprehensive community and hospital-based system of behavioral health, as well as integrate inpatient and outpatient services. With locations in Peoria, East Peoria, Pekin, Lincoln, and Eureka, Trillium Place is proud to offer you and your family the most comprehensive addiction and mental health services in central Illinois. Our compassionate treatment team is comprised of many experts in psychiatry, addiction medicine, and behavioral health to meet your wellness needs. It is our privilege to partner with you on your journey of healing. Our MissionTrillium Place will deliver a comprehensive, integrated community and medical-behavioral healthcare system to optimize wellbeing.? INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 0 START DATE: 03/05/2023 ADDRESS: 2101 W. Willow Knolls Drive, Peoria IL 61614, United States DESCRIPTION: Monitor client activities, provide support to the team and help ensure the security of clients and the facility during evening and overnight hours. Understand the symptoms and behaviors associated with substance abuse and mental illness. Follow proper protocols for routine checks of clients, the facility and the administration of medication and complete the associated paperwork and documentation. Provide emergency assistance when necessary. Other light cleaning and maintenance. 2) SKYLINE FINANCIAL SERVICES LLC POSITION: Owner/Sole Proprietor NATURE: Accounting Services/Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 12/04/2014 ADDRESS: 1200 Florence Ave. Apt 20C, Pekin IL 61554, United States DESCRIPTION: I am the sole member of this LLC and prepare Federal, State and City income taxes, small business bookkeeping, accounting and tax services including corporate, partnership and sales taxes. In addition, I prepares estate and gift taxes and offer tax planning.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-05-16
• S63 Uniform Securities Agent State Law Examination
  2013-09-16

Other Names

• George William Smith