Roxanna M Bruss

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

• 02/2016 → Present
  North Shore Bank
  De Pere, WI
• 02/2016 → Present
  Cetera Investment Services Llc
  St. Cloud, MN
• 02/2016 → Present
  Cetera Investment Advisers Llc
  De Pere, WI

Previous Registrations

• 2014-09-29 → 2016-02-03
  Lpl Financial Llc
  Green Bay, WI

Exams

• S66 Uniform Combined State Law Examination
  2014-09-29

Designations

• Certified Financial Planner

Other Names

• Roxanna Marie Billington