Patrick Wilbert

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

• 09/2015 → 09/2019
  Summit Brokerage Services
  Annaplis, MD
• 09/2015 → 05/2021
  Summit Financial Group
  Annapolis, MD
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2015-10-05 → 2021-05-20
  Summit Financial Group Inc
  Annapolis, MD
• 2008-02-06 → 2015-10-13
  Equitable Advisors, Llc
  Columbia, MD

Other Businesses

1. NAME OF OTHER BUSINESS: PREMIER PLANNING GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 01/2007 POSITION/TITLE/RELATIONSHIP: INSURANCE SPECIALIST APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER LIFE, HEALTH AND ANNUITIES 2. NAME OF OTHER BUSINESS: PREMIER PLANNING GROUP, INC. DBA PREMIER PLANNING WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 03/2015 POSITION/TITLE/RELATIONSHIP: PARTNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFERING FINANCIAL SERVICES

Exams

• S66 Uniform Combined State Law Examination
  2007-01-08