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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 2025-02-10
IA RA APPROVED 2024-01-08
  • IL RA
    APPROVED
    Since 2025-02-10
  • IA RA
    APPROVED
    Since 2024-01-08

Branch Locations

711 2Nd Ave Se Ste 200, Cedar Rapids, IA 52401 • United States

Coralville, IA • United States

2101 Eastland Drive Suite A-1, Bloomington, IL 61704 • 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
Chicago Golf Club Wheaton IL 06/2015 08/2019
Loras College Dubuque IA 08/2017 05/2021
Ingram Micro Carol Stream IL 04/2020 08/2020
Cunat, Inc. Mchenry IL 05/2021 07/2022
Hawkeye Hotels Inc Coralville IA 07/2022 Present
Glenbard North Highschool Carol Stream IL 01/2013 06/2017
Guide Wealth Partners Cedar Rapids IA 11/2023 Present
Cetera Wealth Services, Llc El Segundo CA 12/2023 Present
Cetera Investment Advisers Llc Schaumburg IL 01/2024 Present
  • 06/2015 → 08/2019
    Chicago Golf Club
    Wheaton, IL
  • 08/2017 → 05/2021
    Loras College
    Dubuque, IA
  • 04/2020 → 08/2020
    Ingram Micro
    Carol Stream, IL
  • 05/2021 → 07/2022
    Cunat, Inc.
    Mchenry, IL
  • 07/2022 → Present
    Hawkeye Hotels Inc
    Coralville, IA
  • 01/2013 → 06/2017
    Glenbard North Highschool
    Carol Stream, IL
  • 11/2023 → Present
    Guide Wealth Partners
    Cedar Rapids, IA
  • 12/2023 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 01/2024 → Present
    Schaumburg, IL
Other Businesses

1. NAME OF OTHER BUSINESS: GUIDE WEALTH PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 11/2023 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 8 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 2. NAME OF OTHER BUSINESS: HAWKEYE HOTELS INC INVESTMENT RELATED: NO ADDRESS: 2706 JAMES STREET CORALVILLE IOWA NATURE OF BUSINESS: HOTELS START DATE: 07/2022 POSITION/TITLE/RELATIONSHIP: FINANCIAL ANALYST APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: ANALYZE EXISTING P&LS AND IDENTIFY HOW THOSE P&LS FIT INTO HAWKEYE'S FINANCIAL OPERATING MODEL. PROVIDE FINANCIAL AND ANALYTICAL SUPPORT FOR HAWKEYE'S NEW DEVELOPMENT AND ACQUISITIONS. INTERFACE WITH LENDERS, ANSWER QUESTIONS AND RESPOND TO INFORMATION REQUESTS. MAINTAIN AND DEVELOP VARIOUS FINANCIAL MODELS AND STANDARD TEMPLATES DISTRIBUTED FOR USE BY ALL OF FINANCE DURING THE DEVELOPMENT, ACQUISITION AND DIVESTITURE PLANNING PROCESSES, ENSURING QUALITY, ACCURACY AND FOCUSED ANALYTIC REVIEW.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-10-04
S65 Uniform Investment Adviser Law Examination 2023-09-07
  • S63 Uniform Securities Agent State Law Examination
    2023-10-04
  • S65 Uniform Investment Adviser Law Examination
    2023-09-07

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