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Colin Margellos

Cetera Investment Advisers LLC

Sioux City, IA

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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
IA RA APPROVED 2024-10-23
  • IA RA
    APPROVED
    Since 2024-10-23

Branch Locations

601 Pierce Street, Sioux City, IA 51101 • 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
Central Bank Sioux City IA 06/2017 11/2022
Security National Bank/Cetera Sioux City IA 11/2022 Present
Sergeant Bluff-Luton High School Sergeant Bluff IA 08/2015 05/2019
Iowa State University Ames IA 08/2019 05/2022
Cetera Investment Services Llc St Cloud MN 11/2022 Present
Cetera Investment Advisers Llc Sioux City IA 10/2024 Present
  • 06/2017 → 11/2022
    Central Bank
    Sioux City, IA
  • 11/2022 → Present
    Security National Bank/Cetera
    Sioux City, IA
  • 08/2015 → 05/2019
    Sergeant Bluff-Luton High School
    Sergeant Bluff, IA
  • 08/2019 → 05/2022
    Iowa State University
    Ames, IA
  • 11/2022 → Present
    Cetera Investment Services Llc
    St Cloud, MN
  • 10/2024 → Present
    Cetera Investment Advisers Llc
    Sioux City, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-21
  • S66 Uniform Combined State Law Examination
    2024-10-21

View on SEC IAPD

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Other Offices

EDWARD JONES · Sioux City, IA
AMERIPRISE FINANCIAL SERVICES, LLC · Sioux City, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Sioux City, IA
OSAIC WEALTH, INC. · SIOUX CITY, IA
AMERIPRISE FINANCIAL SERVICES, LLC · SIOUX CITY, IA
U.S. BANCORP ADVISORS, LLC · Sioux City, IA
EDWARD JONES · SIOUX CITY, IA
THRIVENT INVESTMENT MANAGEMENT INC. · SIOUX CITY, IA

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