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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
TX RA APPROVED_RES 2025-09-17
FL RA APPROVED 2022-09-28
  • TX RA
    APPROVED_RES
    Since 2025-09-17
  • FL RA
    APPROVED
    Since 2022-09-28

Branch Locations

3201 26Th Street West, Bradenton, FL 34205 • 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 06/2022 Present
The Rehfeldt Group Bradenton FL 01/2019 05/2019
Purdue University West Lafayette IN 08/2019 05/2022
The Ranch Alf Bradenton FL 05/2019 08/2019
Purdue University West Lafayette IN 07/2016 01/2019
Rehfeldt Wealth Management Bradenton FL 07/2022 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2022 Present
The Ranch Assisted Living Facility Bradenton FL 12/2022 Present
  • 06/2022 → Present
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 01/2019 → 05/2019
    The Rehfeldt Group
    Bradenton, FL
  • 08/2019 → 05/2022
    Purdue University
    West Lafayette, IN
  • 05/2019 → 08/2019
    The Ranch Alf
    Bradenton, FL
  • 07/2016 → 01/2019
    Purdue University
    West Lafayette, IN
  • 07/2022 → Present
    Rehfeldt Wealth Management
    Bradenton, FL
  • 09/2022 → Present
    Schaumburg, IL
  • 12/2022 → Present
    The Ranch Assisted Living Facility
    Bradenton, FL
Other Businesses

1) NAME OF OTHER BUSINESS: REHFELDT WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 7/2022; POSITION/TITLE/RELATIONSHIP: CLIENT SERVICE ASSOCIATE; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: CLIENT SERVICES, PREPARE FILES, CLIENT MEETING NOTES AND REPORTS, BACK OFFICE FUNCTIONS; 2) NAME OF OTHER BUSINESS: THE RANCH ASSISTED LIVING FACILITY ; INVESTMENT RELATED: NO; ADDRESS: 4919 LORRAINE ROAD BRADENTON, FL 34211; NATURE OF BUSINESS: SOCIAL MEDIA MANAGER; START DATE: 12/2022; POSITION/TITLE/RELATIONSHIP: SOCIAL MEDIA MANAGER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: UPDATING AND REVAMPING THE COMPANIES CURRENT WEBSITE, CREATING CONTENT FOR SOCIAL MEDIA PLATFORMS;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-27
  • S66 Uniform Combined State Law Examination
    2022-08-27

View on SEC IAPD

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