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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
MO RA APPROVED 2024-03-21
  • MO RA
    APPROVED
    Since 2024-03-21

Branch Locations

1135 W. Kansas St, Liberty, MO 64068 • 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
Bridge Integrative Medicine Gladstone MO 01/2010 09/2022
Spencer Financial Services, Llc Liberty MO 11/2022 Present
Bridge Integrative Medicine Gladstone MO 10/2022 02/2023
Liberty United Soccer Club, Llc Liberty MO 08/2021 Present
Reclaim Functional Rehab, Llc Liberty MO 12/2019 Present
Cetera Advisors St Cloud MN 10/2022 02/2023
Cetera Advisors Llc St Cloud MN 02/2023 Present
Purpose Planning Colorado Springs, CO 02/2024 Present
Cetera Investment Advisers Llc Schaumburg IL 03/2024 Present
  • 01/2010 → 09/2022
    Bridge Integrative Medicine
    Gladstone, MO
  • 11/2022 → Present
    Spencer Financial Services, Llc
    Liberty, MO
  • 10/2022 → 02/2023
    Bridge Integrative Medicine
    Gladstone, MO
  • 08/2021 → Present
    Liberty United Soccer Club, Llc
    Liberty, MO
  • 12/2019 → Present
    Reclaim Functional Rehab, Llc
    Liberty, MO
  • 10/2022 → 02/2023
    Cetera Advisors
    St Cloud, MN
  • 02/2023 → Present
    Cetera Advisors Llc
    St Cloud, MN
  • 02/2024 → Present
    Purpose Planning
    Colorado Springs,, CO
  • 03/2024 → Present
    Schaumburg, IL
Other Businesses

1.NAME OF OTHER BUSINESS: SPENCER FINANCIAL SERVICES, LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 11/2022, POSITION/TITLE/RELATIONSHIP: ANALYST, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2.NAME OF OTHER BUSINESS: LIBERTY UNITED SOCCER CLUB, LLC, INVESTMENT RELATED: NO, ADDRESS: 623 JEFFERSON CIRCLE, LIBERTY, MO, 64068, NATURE OF BUSINESS: SPORTS, START DATE: 08/2021, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 5, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: COORDINATE, STATE REGISTRATION FOR TEAMS AND PLAYERS. REGISTER TEAMS FOR LEAGUE PLAY; 3.NAME OF OTHER BUSINESS: RECLAIM FUNCTIONAL REHAB, LLC, INVESTMENT RELATED: NO, ADDRESS: 623 JEFFERSON CIRCLE, LIBERTY, MO, 64068, NATURE OF BUSINESS: VIRTUAL REHAB INSTRUCTION, START DATE: 12/2019, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: > 1, BRIEF DESCRIPTION OF DUTIES: TEACH CLIENTS HOW TO REHAB THEIR CHRONIC CONDITIONS FROM HOME; 4. NAME OF OTHER BUSINESS: PURPOSE PLANNING, INVESTMENT RELATED: YES, ADDRESS: 1980 DOMINION WAY, STE 200, COLORADO SPRINGS, CO 80918, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE:02/2024, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: 10, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 5. NAME OF OTHER BUSINESS: MAN UP AND GO; INVESTMENT RELATED: NO; ADDRESS: P O BOX 1839 SAFETY HARBOR, FL 34695; NATURE OF BUSINESS: NON PROFIT; START DATE: 08/2023; POSITION/TITLE/RELATIONSHIP: CHAMBERLAIN; APX NUMBER OF HOURS PER WEEK: 0.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0.5; BRIEF DESCRIPTION OF DUTIES: MEMBER OF THE LEADERSHIP BOARD, BUDGETING AND PLANNING; 6. NAME OF OTHER BUSINESS: LIBERTY CHRISTIAN FELLOWSHIP; INVESTMENT RELATED: NO ; ADDRESS: 1815 W LIBERTY DR LIBERTY, MO 64068 ; NATURE OF BUSINESS: NON PROFIT; START DATE: 02/2026; POSITION/TITLE/RELATIONSHIP: ELDER; APX NUMBER OF HOURS PER WEEK: 15; APX NUMBER OF HOURS DURING TRADING HOURS: 6; BRIEF DESCRIPTION OF DUTIES: ALONG WITH 7 OTHER ELDERS, WE WILL MAKE DECISIONS ON THE SPIRITUAL DIRECTION OF THE CHURCH AND HOW TO BEST CARE FOR ITS MEMBERS;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-26
  • S66 Uniform Combined State Law Examination
    2023-05-26
Other Names
  • Jake Wyllie

View on SEC IAPD

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