Peter Sean Kelly

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

• 01/1992 → 05/2024
  Hunter Acquisitions
  Minnetrista, MN
• 07/2006 → Present
  Kelly Muehler
  Medina, MN
• 11/2006 → 09/2025
  Avantax Investment Services, Inc.
  Medina, MN
• 03/2007 → 09/2025
  Avantax Advisory Services
  Medina, MN
• 03/2014 → 09/2025
  Avantax Insurance Agency Llc
  Medina, MN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Medina, MN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-01-08 → 2025-09-05
  Avantax Advisory Services
  Minnetrista, MN
  Minnetonka, MN
  Dallas, TX

Other Businesses

1) Kelly & Muehler, PLLP~821 Meander Ct.~Medina~MN~55340~Accounting/Bookkeeping (No Tax Preparation)~Accountant/Bookkeeper~11/1/1992~100hrs~80hrs~Partner. 2) VARIOUS RENTAL PROPERTIES POSITION: Owner/Sole Proprietor NATURE: Rental Property Owner/Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2006 ADDRESS: 6111 Vine Hill Rd, Minneomka MN 55345, United States DESCRIPTION: own and rent residential rental.

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-11-15