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Janelle Stclair

Cetera Investment Advisers LLC

South Bend, IN

CRD 7467504

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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:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-08-10
  • IN RA
    APPROVED
    Since 2023-08-10

Branch Locations

17535 Generations Dr, South Bend, IN 46635 • 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
Korhorn Financial Group, Inc Granger IN 09/2021 09/2022
Kfg Wealth Management Llc Granger IN 09/2021 09/2022
Socha Financial Group Corning NY 09/2015 07/2021
Shoemaker South Bend IN 11/2022 Present
Securian Financial Services Saint Paul MN 11/2022 Present
Cetera Investment Advisers Llc Schaumburg IL 08/2023 Present
Cetera Wealth Services, Llc El Segundo CA 08/2023 Present
  • 09/2021 → 09/2022
    Korhorn Financial Group, Inc
    Granger, IN
  • 09/2021 → 09/2022
    Kfg Wealth Management Llc
    Granger, IN
  • 09/2015 → 07/2021
    Socha Financial Group
    Corning, NY
  • 11/2022 → Present
    Shoemaker
    South Bend, IN
  • 11/2022 → Present
    Securian Financial Services
    Saint Paul, MN
  • 08/2023 → Present
    Schaumburg, IL
  • 08/2023 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
Previous Registrations
  • 2023-01-19 → 2023-08-10
    Securian Financial Services, Inc.
    South Bend, IN
    St. Paul, MN
  • 2022-02-14 → 2022-10-06
    Granger, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-14
  • S65 Uniform Investment Adviser Law Examination
    2022-02-14
Other Names
  • Janelle Rae St. Clair
  • Janelle Hathaway
  • Janelle Stclair
  • Janelle St. Clair

View on SEC IAPD

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