Andrew Nelson

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

• 12/2011 → 03/2017
  Anytime Fitness
  St. Paul, MN
• 04/2017 → 05/2018
  Paul Davis
  St. Paul, MN
• 01/2019 → 11/2020
  My Hempy Place
  Crosslake, MN
• 03/2017 → 04/2017
  Unemployed
  Stillwater, MN
• 05/2018 → 01/2019
  Unemployed
  Stillwater, MN
• 10/2020 → 08/2023
  New York Life Insurance Co
  Edina, MN
• 04/2021 → 08/2023
  Nylife Securities Llc
  Edina, MN
• 08/2023 → 12/2025
  Lpl Financial, Llc
  Edina, MN
• 12/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 12/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 11/2025 → Present
  Lake Elmo Bank - Lake Elmo Financial
  Oakdale, MN

Previous Registrations

• 2024-04-02 → 2025-12-03
  Lpl Financial Llc
  Bayport, MN
  Edina, MN

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 10/2020; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: LAKE ELMO BANK - LAKE ELMO FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: BANK; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: FINACIAL PROFESSIONAL - EMPLOYED BY THE INSTITUTION; 3. NAME OF OTHER BUSINESS: LITTLE PINE BOAT STORAGE; INVESTMENT RELATED: NO; ADDRESS: CROSSLAKE, MN 56442; NATURE OF BUSINESS: STORAGE OF BOATS AND RECREATIONAL VEHICLES; START DATE: 10/2024; POSITION/TITLE/RELATIONSHIP: OWNER/OPERATOR; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: HAVEN'T GOT EVERYTHING SET UP AND GOING YET. WILL KEEP THE LLC ACTIVE FOR WHEN I DO IN THE FUTURE. 4. NAME OF OTHER BUSINESS: ADVISOR NET INSURANCE; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE BROKERAGE SERVICES; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: INSURANCE AGENT; 5. NAME OF OTHER BUSINESS: LAKE ELMO FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SECURITIES-RELATED DBA; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR;

Exams

• S66 Uniform Combined State Law Examination
  2024-03-20
• S63 Uniform Securities Agent State Law Examination
  2022-06-21