Best Investors Account Sign in
Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-03-21
  • NE RA
    APPROVED
    Since 2024-03-21

Branch Locations

Antler Court Office Park 3422 N 190Th Plaza, Elkhorn, NE 68022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 09/2008 03/2020
Cetera Advisors Llc Denver CO 03/2020 Present
Powerhouse Wealth Management Llc Elkhorn NE 02/2020 Present
Cetera Investment Advisers Llc Schaumburg IL 03/2024 Present
  • 09/2008 → 03/2020
    St Louis, MO
  • 03/2020 → Present
    Cetera Advisors Llc
    Denver, CO
  • 02/2020 → Present
    Powerhouse Wealth Management Llc
    Elkhorn, NE
  • 03/2024 → Present
    Schaumburg, IL
Previous Registrations
  • 2008-12-03 → 2020-03-24
    Prince George, VA
    Glen Allen, VA
    St Louis, MO
    Omaha, NE
    Glen Allen, VA
    St Louis, MO
    Richmond, VA
Other Businesses

1. NAME OF OTHER BUSINESS: POWERHOUSE WEALTH MANAGEMENT LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 02/2020; POSITION/TITLE/RELATIONSHIP: OWNER / MANAGING MEMBER / FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 12/2019; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS HEALTH;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-11-13
  • S66 Uniform Combined State Law Examination
    2008-11-13
Other Names
  • Susan Sellergren

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Elkhorn, NE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor