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Cetera Investment Advisers LLC CRD 105644
$257B regulatory AUM 24,019 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Wealth Strategies/Heritage Bank | Hillsboro | OR | 10/2024 | Present |
| Pacific Lutheran University | Parkland | WA | 09/2020 | 05/2025 |
| Heritage Bank | Hillsboro | OR | 05/2024 | 10/2024 |
| Home Depot | Hillsboro | OR | 04/2020 | 09/2020 |
| Glencoe High School | Hillsboro | OR | 09/2016 | 04/2020 |
| Home Depot | Parkland | WA | 06/2023 | 09/2023 |
| Softball University | Tacoma | WA | 06/2023 | 09/2023 |
| Unemployed Minor | Hillsboro | OR | 01/2015 | 09/2016 |
| Cetera Investment Services Llc | St Cloud | MN | 12/2025 | Present |
| Cetera Investment Advisers Llc | Hillsboro | OR | 08/2026 | Present |
SOFTBALL COACH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-31 |
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