Ira L Gottshall

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

• 02/2025 → Present
  Cetera Wealth Services, Llc
  Valencia, CA
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 08/2006 → Present
  (Dba) Ffp Insurance Services Inc
  Valencia, CA
• 11/2000 → 11/2018
  Foresters Equity Services Inc
  Van Nuys, CA
• 11/2018 → 02/2025
  Concourse Financial Group Securities Inc
  Valencia, CA

Previous Registrations

• 2019-08-14 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Valencia, CA
  Birmingham, AL
  Valencia, CA
  Valencia, CA
  Birmingham, AL
• 2017-11-07 → 2018-11-12
  Foresters Equity Services, Inc.
  Van Nuys, CA
  Valencia, CA
  San Diego, CA
  San Diego, CA
  Riverside, CA
  Valencia, CA

Other Businesses

1) (dba) FFP INSURANCE SERVICES; Investment Related; 28005 Smyth Drive, Suite 125, Valencia, CA 91355; Owner; Start Date 08/2006; 160 hours per month; Overall company strategy, recruit independent agents, oversee all financial reporting. >> 2) GOTTSHALL FAMILY TRUST; Non-Investment Related; Santa Clarita, CA; Other; Co-Trustee; Start Date 04/2010; 1 hour per month with no hours per month during trading hours; I serve as co-trustee of this family trust. >> 3) LYNETTE OWENS & ASSOCIATES ADVISORY COUNCIL; Non-Investment Related; Indialantic, Florida; Other; Advisory Council Member; Start Date 01/2016; 1 to 2 hours per month with those hours per month occurring during trading hours; Assist in evaluation and site selection for training and incentive meetings.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-12-05

Designations

• Chartered Financial Consultant

Other Names

• Ira Lynn Gottshall
• Ira Gottshall