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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 2024-02-07
NE RA APPROVED 2023-09-08
  • TX RA
    APPROVED
    Since 2024-02-07
  • NE RA
    APPROVED
    Since 2023-09-08

Branch Locations

12801 Pierce Street Suite 300, Omaha, NE 68144 • 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
Renaissance Financial Omaha NE 07/2023 Present
Minnesota Life Insurance Co St Paul MN 07/2023 08/2023
Securian Financial Services Inc St Paul MN 07/2023 08/2023
Tavern 180 Omaha NE 05/2021 07/2023
University Of Nebraska Lincoln Omaha NE 01/2023 05/2023
University Of Nebraska Lincoln Lincoln NE 08/2019 05/2023
Renaissance Financial Lincoln NE 06/2022 08/2022
Sandhills Global Lincoln NE 02/2022 06/2022
Shadow Ridge Country Club Omaha NE 05/2019 08/2020
Firebirds Grill Omaha NE 05/2018 08/2018
Skutt Catholic Omaha NE 08/2015 05/2019
Cetera Wealth Services, Llc Omaha NE 08/2023 Present
Cetera Investment Advisers Llc St Cloud MN 09/2023 Present
  • 07/2023 → Present
    Renaissance Financial
    Omaha, NE
  • 07/2023 → 08/2023
    Minnesota Life Insurance Co
    St Paul, MN
  • 07/2023 → 08/2023
    Securian Financial Services Inc
    St Paul, MN
  • 05/2021 → 07/2023
    Tavern 180
    Omaha, NE
  • 01/2023 → 05/2023
    University Of Nebraska Lincoln
    Omaha, NE
  • 08/2019 → 05/2023
    University Of Nebraska Lincoln
    Lincoln, NE
  • 06/2022 → 08/2022
    Renaissance Financial
    Lincoln, NE
  • 02/2022 → 06/2022
    Sandhills Global
    Lincoln, NE
  • 05/2019 → 08/2020
    Shadow Ridge Country Club
    Omaha, NE
  • 05/2018 → 08/2018
    Firebirds Grill
    Omaha, NE
  • 08/2015 → 05/2019
    Skutt Catholic
    Omaha, NE
  • 08/2023 → Present
    Cetera Wealth Services, Llc
    Omaha, NE
  • 09/2023 → Present
    St Cloud, MN
Other Businesses

1. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: July 2023 POSITION/TITLE/RELATIONSHIP: Financial Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, INSURANCE AND ADVISORY SERVICES 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: July 2013 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-29
  • S66 Uniform Combined State Law Examination
    2023-08-29

View on SEC IAPD

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