John Lamar Nielsen

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

• 01/1994 → 12/2024
  Retirement Planning Assoc.
  Westlake Village, CA
• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2021 → 12/2024
  Blue Sky Aero Services
  Bluffdale, UT
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 12/2024 → Present
  Rpa Ut Llc Dba Retirement Planning Associates
  Bluffdale, UT
• 12/2024 → Present
  Rpa Aero Llc
  Riverton, UT
• 08/2026 → Present
  Keystone Wealth Advisors
  Bluffdale, UT

Previous Registrations

• 1997-07-08 → 2008-02-29
  Associated Planners Investment Advisory Inc
  Westlake Village, CA

Other Businesses

1) NAME OF OTHER BUSINESS: INSURANCE INVESTMENT RELATED: YES NATURE OF BUSINESS: SALE OF FIXED INSURANCE (LIFE, ANNUITIES, LONG-TERM CARE), POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE, START DATE: 01/31/2008, BRIEF DESCRIPTION OF DUTIES: SALE OF VARIOUS INSURANCE COMPANIES AS REPRESENTATIVE; 2) NAME OF OTHER BUSINESS: RPA UT LLC DBA RETIREMENT PLANNING ASSOCIATES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 12/2024; POSITION/TITLE/RELATIONSHIP: MANAGER/FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 30; APX NUMBER OF HOURS DURING TRADING HOURS: 6; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3) NAME OF OTHER BUSINESS: RPA AERO LLC; INVESTMENT RELATED: NO; ADDRESS: PO BOX 1346 RIVERTON, UT 84065; NATURE OF BUSINESS: EQUIPMENT LEASING; START DATE: 12/2024; POSITION/TITLE/RELATIONSHIP: MANAGER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OPERATIONAL AND ACCOUNTING DUTIES; 4) NAME OF OTHER BUSINESS: KEYSTONE WEALTH ADVISORS; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 08/2026, POSITION/TITLE/RELATIONSHIP: MANAGING MEMBER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 30, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-01-09
• S63 Uniform Securities Agent State Law Examination
  1986-08-29

Designations

• Certified Financial Planner