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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2023-06-29 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Vancouver | WA | 10/2009 | 05/2022 |
| Oneamerica Securities | Vancouver | WA | 03/2010 | 12/2021 |
| Cetera Wealth Services, Llc | Camas | WA | 12/2021 | Present |
| J&S Retirement Services | Camas | WA | 12/2021 | Present |
| J&S Tax Service, Llc Dba Retiree Tax Cuts | Camas | WA | 02/2016 | Present |
| Ryan Jensen | Camas | WA | 06/2015 | Present |
| Jensen Office Management Llc | Camas | WA | 06/2001 | 01/2022 |
| Raaavva Holdings Llc | Camas | WA | 09/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 03/2020 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES AND LONG-TERM CARE 2. NAME OF OTHER BUSINESS: J&S TAX SERVICE, LLC DBA RETIREE TAX CUTS INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: TAX SERVICES START DATE: 02/2016 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: I PROVIDE TAX PREPARATION SERVICES, INCOME TAX PLANNING, COORDINATING INCOME TO MINIMIZE TAX AND SOCIAL SECURITY PLANNING. 3. NAME OF OTHER BUSINESS: J&S RETIREMENT SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 12/2021 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 4. NAME OF OTHER BUSINESS: RYAN JENSEN INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 06/2015 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: OWNER BRIEF DESCRIPTION OF DUTIES: LANDLORD DUTIES; 5. NAME OF OTHER BUSINESS: RAAAVVA HOLDINGS LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REAL ESTATE HOLDINGS; START DATE: 09/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: MANAGE NEEDS OF CURRENT REAL ESTATE, HOLDING LLC FOR EXISTING AND FUTURE PERSONAL REAL ESTATE HOLDINGS; 6. NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SALE OF BEEF COW; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RAISE BEEF COWS FOR SALE TO NEIGHBORS & FAMILY;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-07 |
| S65 | Uniform Investment Adviser Law Examination | 1999-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-22 |
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