Peter Adam Reiner

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

• 04/2007 → Present
  The Bank Of Elk River
  Elk River, MN
• 09/2014 → 06/2021
  Voya Financial Advisors
  Des Moines, IA
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-01-30 → 2021-06-09
  Voya Financial Advisors, Inc.
  St Paul, MN
  Elk River, MN
  Maple Grove, MN
  Windsor, CT

Other Businesses

NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 630 MAIN ST; ELK RIVER; MN; 55330; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 10/27/2006; 160; 160; SALES OF FIXED INSURANCE PRODUCTS|NAME OF ENTITY:The Bank of Elk River; Yes; 630 MAIN ST; ELK RIVER; MN; 55330; banking; registered representative; 4/30/2007; 160; 160; Sale of securites and insurance products to bank customers.|NAME OF ENTITY:Realize Financial Advisors; Yes; 630 Main St; Elk River; MN; 55330; FINANCIAL SERVICES/DBA; FINANCIAL ADVISER; 8/1/2019; 160; 160; SALE AND SERVICE INSURANCE, SECURITIES, AND INVESTMENT PRODUCTS.|

Exams

• S66 Uniform Combined State Law Examination
  2007-03-22
• S63 Uniform Securities Agent State Law Examination
  1998-09-03

Other Names

• Pete Reiner