Megan Mcglone Pawlowski

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

• 08/2016 → 01/2022
  New York Life Insurance Company
  Downers Grove, IL
• 10/2016 → 01/2022
  Nylife Securities Llc
  Downers Grove, IL
• 11/2013 → Present
  Illinois High School Association
  Bloomington, IL
• 02/2020 → 01/2022
  Christopher Financial Group Llc
  Downers Grove, IL
• 01/2022 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, UNDER DBA MIDWEST LEGACY GROUP, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 11/2016, APX NUMBER OF HOURS PER WEEK: 15, APX NUMBER OF HOURS DURING TRADING HOURS: 5, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT , BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, FIXED ANNUITIES AND LONG-TERM CARE; 2) NAME OF OTHER BUSINESS: TOTUS WEALTH MANAGEMENT, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 12/2021, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 60, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3) NAME OF OTHER BUSINESS: NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: NON-PROFIT, START DATE: 01/2022, POSITION/TITLE/RELATIONSHIP: BOARD MEMBER, APX NUMBER OF HOURS PER WEEK: 5, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: ORGANIZE A BOARD TO HOLD COMMUNITY EVENTS, EDUCATE, AND SPREAD AWARENESS OF OPPORTUNITIES AND PROMOTE GROWTH IN AGENTS INDIVIDUAL BUSINESSES; 4) NAME OF OTHER BUSINESS: ARBITER SPORTS, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: HIGH SCHOOL SPORTS, START DATE: 11/2012, POSITION/TITLE/RELATIONSHIP: REFEREE, APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: OFFICIATE BASKETBALL AND VOLLEYBALL GAMES; 5. NAME OF OTHER BUSINESS: TOTUS BUSINESS SOLUTIONS, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: PAYROLL & FIXED INSUIRANCE, START DATE: 03/2023, POSITION/TITLE/RELATIONSHIP: AGENT, APX NUMBER OF HOURS PER WEEK: 5, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: SELL PAYROLL SERVICES, GROUP, HEALTH & DISABILITY INSURANCE; 6. NAME OF OTHER BUSINESS: GIG WORKER SOLUTIONS; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: SELF EMPLOYMENT BENEFITS PACKAGE; START DATE: 10/2023; TITLE: REFERRER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: REFER SELF-EMPLOYED INDIVIDUALS TO GIG WORKER SOLUTIONS' BENEFIT PACKAGES; 7. NAME OF OTHER BUSINESS: DIRECT RX; INVESTMENT RELATED: NO; ADDRESS: 111 ELEGANTE WAY, HENDERSON, NV 89074; NATURE OF BUSINESS: EMPLOYER RX DRUGS; START DATE: 1/2024; POSITION/TITLE/RELATIONSHIP: REFERRER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: REFER EMPLOYERS TO USE FOR THEIR COMPANIES TO COMPLIMENT THE BENEFITS OFFERED; 8. NAME OF OTHER BUSINESS: PREMIER RX; INVESTMENT RELATED: NO; ADDRESS: 111 ELEGANTE WAY, HENDERSON, NV 89074; NATURE OF BUSINESS: EMPLOYER RX DRUGS; START DATE: 1/2024; POSITION/TITLE/RELATIONSHIP: REFERRER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: REFER EMPLOYERS TO USE FOR THEIR COMPANIES TO COMPLIMENT THE BENEFITS OFFERED;

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-31
• S63 Uniform Securities Agent State Law Examination
  2017-05-20

Other Names

• Megan Mcglone