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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
IL RA APPROVED 2021-02-18
  • IL RA
    APPROVED
    Since 2021-02-18

Branch Locations

14548 John Humphrey Drive, Orland Park, IL 60462 • 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
Cetera Financial Specialists Llc Schaumburg IL 12/2020 02/2021
Kubiak And Kubiak Cpas Limited Chicago IL 06/2020 Present
Pricewaterhousecoopers Chicago IL 09/2015 04/2019
Antares Capital Chicago IL 04/2019 02/2020
Unemployed Chicago IL 02/2020 06/2020
Cetera Financial Specialists Llc Schaumburg IL 02/2021 Present
Cetera Investment Advisers Llc Schaumburg IL 02/2021 Present
Kubiak Financial Family Wealth Management Orland Park IL 09/2021 09/2022
Kubiak Wealth Partners, Llc Frankfort IL 01/2026 Present
  • 12/2020 → 02/2021
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 06/2020 → Present
    Kubiak And Kubiak Cpas Limited
    Chicago, IL
  • 09/2015 → 04/2019
    Pricewaterhousecoopers
    Chicago, IL
  • 04/2019 → 02/2020
    Antares Capital
    Chicago, IL
  • 02/2020 → 06/2020
    Unemployed
    Chicago, IL
  • 02/2021 → Present
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 02/2021 → Present
    Schaumburg, IL
  • 09/2021 → 09/2022
    Kubiak Financial Family Wealth Management
    Orland Park, IL
  • 01/2026 → Present
    Kubiak Wealth Partners, Llc
    Frankfort, IL
Other Businesses

1)KUBIAK AND KUBIAK CPAS LIMITED; CHICAGO,IL; NON-INVESTMENT RELATED; PERSONAL TAX RETURNS/CORPORATE BOOKKEEPING AND TAX RETURNS; STAFF ACCOUNTANT/CPA; SINCE 6/2020; 160 HRS/MO 2) NAME OF OTHER BUSINESS: KUBIAK WEALTH MANAGEMENT INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 09/2022, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3) NAME OF OTHER BUSINESS: KUBIAK WEALTH PARTNERS, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2026; POSITION/TITLE/RELATIONSHIP: OWNER / PRESIDENT; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR ADVISORY FEES AND SERVICES;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-12
  • S66 Uniform Combined State Law Examination
    2021-02-12

View on SEC IAPD

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