Best Investors Account Sign in

Daniel Breuer

Cetera Investment Advisers LLC

Slinger, WI

CRD 8267107

Claim This Profile
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:

Current Employers
Cetera Investment Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-08-07
  • WI RA
    APPROVED
    Since 2026-08-07

Branch Locations

Gundrum Investments 101 E Washington Street, Slinger, WI 53086 • 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
West Bend Insurance Company West Bend WI 05/2016 05/2026
Gundrum Insurance And Investments Slinger WI 05/2026 Present
Cetera Advisors Llc St Cloud MN 06/2026 Present
Cetera Investment Advisers Llc Schaumburg IL 08/2026 Present
  • 05/2016 → 05/2026
    West Bend Insurance Company
    West Bend, WI
  • 05/2026 → Present
    Gundrum Insurance And Investments
    Slinger, WI
  • 06/2026 → Present
    Cetera Advisors Llc
    St Cloud, MN
  • 08/2026 → Present
    Schaumburg, IL
Other Businesses

1. NAME OF OTHER BUSINESS: GUNDRUM INSURANCE AND INVESTMENTS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 05/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFERING GENERAL SECURITIES SERVICES;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-06
  • S66 Uniform Combined State Law Examination
    2026-08-06
Other Names
  • Dan Breuer

View on SEC IAPD

More in Slinger, WI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor