Chad Erin Gerdes

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

• 09/2016 → 10/2016
  Securian Financial Services, Inc.
  St. Paul, MN
• 09/2016 → 10/2016
  Renaissance Financial Corp.
  Overland Park, KS
• 10/2016 → 08/2023
  Securian Financial Services, Inc.
  St. Paul, MN
• 10/2016 → Present
  Renaissance Financial Corp.
  Overland Park, KS
• 10/2016 → 08/2023
  Minnesota Life Insurance Co.
  St. Paul, MN
• 07/2013 → 09/2016
  Enterprise Holdings
  Clayton, MO
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Overland Park, KS
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-05-02 → 2023-08-10
  Securian Financial Services, Inc.
  Overland Park, KS
  St. Paul, MN

Other Businesses

1. BIG BROTHER BIG SISTER POSITION: Advisory Board NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2018 ADDRESS: , Kansas City MO , United States DESCRIPTION: Advisory Board 2. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: November 2017 POSITION/TITLE/RELATIONSHIP: Financial Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, INSURANCE AND ADVISORY SERVICES 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: November 2017 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS

Exams

• S66 Uniform Combined State Law Examination
  2017-04-28