Thomas Martin Scheck

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

• 04/2017 → 07/2020
  Ameriprise Financial Services, Inc.
  Minnetonka, MN
• 11/2015 → 04/2017
  Cargill, Incorporated
  Hopkins, MN
• 07/2020 → 06/2024
  Securities America, Inc.
  Edina, MN
• 07/2020 → 06/2024
  Securities America Advisors
  Edina, MN
• 06/2024 → 04/2026
  Osaic Wealth, Inc.
  Edina, MN
• 06/2024 → 04/2026
  Osaic Wealth, Inc.
  Edina, MN
• 04/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-06-14 → 2026-04-29
  Osaic Wealth, Inc.
  Burnsville, MN
• 2020-07-31 → 2024-06-14
  Securities America Advisors, Inc.
  Edina, MN
• 2018-07-09 → 2020-08-05
  Ameriprise Financial Services, Llc
  Minnetonka, MN

Other Businesses

1. NAME OF OTHER BUSINESS: MTI FINANCIAL ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 8/2020 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDING FINANCIAL ADVICE AND WEALTH MANAGEMENT TO CLIENTS; 2. NAME OF OTHER BUSINESS: TMS INC. INVESTMENT RELATED: NO ADDRESS: BUFFALO, MN 55313 NATURE OF BUSINESS: THIS ENTITY WAS ESTABLISHED FOR TAX PURPOSES. START DATE: 03/2025 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: THIS ENTITY WAS ESTABLISHED FOR TAX PURPOSES;

Exams

• S66 Uniform Combined State Law Examination
  2017-10-19