Dakota Lee Ross

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2023 → Present
  Centier Bank
  Valparaiso, IN
• 02/2023 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 05/2022 → 02/2023
  Centier Bank
  Merrillville, IN
• 08/2021 → 05/2022
  Pepsico
  Munster, IN
• 01/2018 → 08/2021
  Family Express Corporation
  Valparaiso, IN
• 06/2016 → 01/2018
  Unemployed/Attended University
  Muncie, IN
• 02/2023 → Present
  Cetera Investment Advisers Llc
  Valparaiso, IN

Exams

• S66 Uniform Combined State Law Examination
  2023-12-27