John Kalianov

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

• 04/2005 → 02/2024
  Crown Capital Securities, L.P.
  Orange, CA
• 04/2005 → Present
  Platinum 100 Financial Services
  Laguna Niguel, CA
• 09/2005 → Present
  California Physicians Service Dba Blue Shield Of California
  Laguna Niguel, CA
• 02/2024 → 09/2025
  Avantax Investment Services Inc.
  Laguna Niguel, CA
• 02/2024 → 09/2025
  Avantax Advisory Services
  Laguna Niguel, CA
• 02/2024 → 09/2025
  Avantax Insurance Agency, Llc
  Laguna Niguel, CA
• 11/2023 → Present
  Delario Condominiums Hoa
  Laguna Niguel, CA
• 02/2024 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Laguna Niguel, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Laguna Niguel, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-02-09 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Laguna Niguel, CA
• 2005-05-04 → 2024-02-14
  Crown Capital Securities, L.P.
  Laguna Niguel, CA
  Laguna Niguel, CA
  Laguna Niguel, CA
  Orange, CA

Other Businesses

2) DELARIO CONDOMINIUMS HOA POSITION: Member of Board of Directors NATURE: Delario Condominiums HOA serves to provide services for the residents of a community and ensure it maintains the vision of a well-kept , organized community that all members may enjoy. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/07/2023 ADDRESS: 25172 Camino Del Mar, Suite E, Laguna Niguel CA 92677, United States DESCRIPTION: 1. Attend quarterly board meetings via Zoom.2. Give input on budget.3. Give input on resident issues/complaints4. Give input on maintenance issues as they arise.5. Give input on capital improvements. 3) PLATINUM 100 FINANCIAL SERVICES POSITION: Sole Proprietor NATURE: This is the DBA for my practice. I offer investment planning, financial planning, estate planning, retirement planning, and tax planning services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 04/01/2005 ADDRESS: 25172 Camino Del Mar, Suite E, Laguna Niguel CA 92677, United States DESCRIPTION: 1. Financial planning for my clients.2. Investment research and advice for my clients.3. Advise clients on Estate planning issues.4. Cash flow analysis for client needs.5. Advise clients on insurance and annuity needs. 4) CALIFORNIA PHYSICIANS SERVICE DBA BLUE SHIELD OF CALIFORNIA POSITION: Independent Contractor NATURE: Sales of Health Insurance and Medicare Insurance Plans INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2005 ADDRESS: 25172 Camino Del Mar, Suite E, Laguna Niguel CA 92677, United States DESCRIPTION: 1. Service current health insurance clients.2. Maintain Continuing Education for this line of business.3. Present clients with alternative health insurance plans on an as needed basis.4. Answer client inquires regarding plan coverage.5. Maintain contact with Blue Shield regarding plan changes or client concerns.

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-05-22

Designations

• Certified Financial Planner
• Chartered Financial Consultant