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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
WI RA APPROVED 2026-01-08
  • WI RA
    APPROVED
    Since 2026-01-08

Branch Locations

721 S 8Th St, Medford, WI 54451 • United States

1001 North Central Avenue, Marshfield, WI 54449 • 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
Forward Investment Services Marshfield WI 01/2022 Present
Orgel Wealth Management Altoona WI 08/2021 12/2021
Forward Bank Marshfield WI 04/2021 07/2021
Full-Time Education Eau Calire WI 06/2012 11/2021
Woodbury Financial Services Inc Medford WI 06/2022 01/2024
Osaic Wealth, Inc. Medford WI 01/2024 01/2026
Cetera Investment Services Llc St Cloud MN 01/2026 Present
Cetera Investment Advisers Llc Marshfield WI 01/2026 Present
  • 01/2022 → Present
    Forward Investment Services
    Marshfield, WI
  • 08/2021 → 12/2021
    Orgel Wealth Management
    Altoona, WI
  • 04/2021 → 07/2021
    Forward Bank
    Marshfield, WI
  • 06/2012 → 11/2021
    Full-Time Education
    Eau Calire, WI
  • 06/2022 → 01/2024
    Woodbury Financial Services Inc
    Medford, WI
  • 01/2024 → 01/2026
    Medford, WI
  • 01/2026 → Present
    Cetera Investment Services Llc
    St Cloud, MN
  • 01/2026 → Present
    Marshfield, WI
Previous Registrations
  • 2024-01-19 → 2026-01-12
    Medford, WI
  • 2022-09-06 → 2024-01-19
    Woodbury Financial Services, Inc.
    Medford, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-02
  • S66 Uniform Combined State Law Examination
    2022-09-02

View on SEC IAPD

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