Jeffrey Richard Secord

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

• 05/2013 → 08/2019
  Ipi Wealth Management, Inc
  Decatur, IL
• 06/2013 → 08/2019
  Investment Planners
  Decatur, IL
• 08/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2019 → Present
  Renaissance Wealth Management Bn
  Bloomington, IL
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2013-05-30 → 2019-09-17
  Ipi Wealth Management, Inc.
  Bloomington, IL
  Decatur, IL
  Bloomington, IL
• 2012-02-27 → 2013-05-13
  Cliftonlarsonallen Wealth Advisors, Llc
  Minneapolis, MN
  Peoria, IL
  Minneapolis, MN
  Peoria, IL
• 2007-06-06 → 2012-02-27
  Clifton Gunderson Wealth Advisors
  Peoria, IL
• 2005-01-06 → 2007-06-04
  New England Securities
  Chicago, IL
  Chicago, IL
• 2003-11-06 → 2004-11-19
  Financial Education Consultants, Inc.
  Chicago, IL
• 2004-06-17 → 2004-11-09
  Sterling Financial Investment Group, Inc.
  Chicago, IL
• 2003-11-12 → 2004-04-22
  Sterling Financial Asset Management, Inc.
  Chicago, IL
• 2000-07-21 → 2003-08-18
  First Busey Securities, Inc.
  Bloomington, IL

Other Businesses

1. NAME OF OTHER BUSINESS: RENAISSANCE WEALTH MANAGEMENT BN, LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 12/2024, POSITION/TITLE/RELATIONSHIP: OWNER/MEMBER, 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: POA FOR FRIEND; INVESTMENT RELATED: NO; ADDRESS: 113 KREITZER ST, BLOOMINGTON, IL 61701; NATURE OF BUSINESS: POA FOR FRIEND START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: POA; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: POA FOR FRIEND;

Exams

• S65 Uniform Investment Adviser Law Examination
  1991-10-09
• S63 Uniform Securities Agent State Law Examination
  1983-10-25

Designations

• Certified Financial Planner