Janet Ruth Beal

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

• 03/2000 → 08/2023
  Minnesota Life
  St. Paul, MN
• 03/2000 → 08/2023
  Securian Advisors Of Iowa Inc
  Hiawatha, IA
• 04/2000 → 08/2023
  Securian Financial Services
  St. Paul, MN
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Cedar Rapids, IA
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2020 → Present
  Winnerlynk Advisory
  Cedar Rapids, IA

Previous Registrations

• 2002-09-30 → 2023-08-10
  Securian Financial Services, Inc.
  Hiawatha, IA
  Cedar Rapids, IA
  St. Paul, MN
• 2000-09-22 → 2004-12-31
  Cauldwell Financial Group Inc
  Hiawatha, IA

Other Businesses

1. SAMA FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/25/2019 ADDRESS: , Hiawatha IA , United States DESCRIPTION: Agent/Broker; 2. CFP DISCIPLINARY BOARD POSITION: Advisory Board NATURE: volunteer on DEC CFP INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 03/19/2021 ADDRESS: 6837 Kent Dr NE, Cedar Rapids IA 52402, United States DESCRIPTION: I was asked to serve on the CFP Board's disciplinary and ethics commission'; 3. NAME OF OTHER BUSINESS: WINNERLYNK ADVISORY, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 06/2020, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: BREAKFAST OF CHAMPIONS; INVESTMENT RELATED: NO; ADDRESS: 711 2ND AVE SE STE 200 CEDAR RAPIDS, IA 52401; NATURE OF BUSINESS: NETWORKING GROUP; START DATE: 04/2024; POSITION/TITLE/RELATIONSHIP: MEMBERSHIP COORDINATOR; APX NUMBER OF HOURS PER WEEK: 0.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REVIEWING APPLICATIONS FOR MEMBERSHIP TO THIS REFERRAL BASED NETWORKING, SOCIAL GROUP; 5. NAME OF OTHER BUSINESS: GUIDE WEALTH PARTNERS; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 8/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-09-04

Designations

• Certified Financial Planner

Other Names

• Janet Ruth Winner