Calvin Andrew Mckenney

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

• 08/2018 → 08/2023
  Securian Financial Services Inc
  St Paul, MN
• 08/2018 → 08/2023
  Minnesota Life Insurance Co
  St Paul, MN
• 08/2018 → Present
  Fortune Financial
  Minnetonka, MN
• 05/2017 → 09/2017
  Fortune Financial
  Hopkins, MN
• 09/2015 → Present
  University Of Minnesota
  Minneapolis, MN
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Minnetonka, MN
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-02-11 → 2023-08-10
  Securian Financial Services, Inc.
  Minnetonka, MN
  St. Paul, MN
• 2020-02-11 → 2021-10-27
  Cri Securities, Llc
  Minnetonka, MN

Other Businesses

1. FORTUNE FINANCIAL POSITION: Agent/Broker NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2018 ADDRESS: , Minnetonka MN , United States DESCRIPTION: Agent/Broker 2. NORTH STAR CONSULTANTS & NORTH STAR BROKERAGE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2018 ADDRESS: , Minneapolis MN , United States DESCRIPTION: Agent/Broker 3. BUSINESS NETWORK INTERNATIONAL POSITION: President NATURE: Referral Agreement INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2021 ADDRESS: 1935 County Rd B2, West Roseville MN 55113, United States DESCRIPTION: President for our chapter. I oversee and manage our group, and run the meetings. 4. NAME OF OTHER BUSINESS: AGC POD -ELITE INSIGHTS. INVESTMENT RELATED: NO. ADDRESS: 12951 WEAVER LAKE RD MAPLE GROVE, MI, 55311 NATURE OF BUSINESS: BOARD. START DATE: 4/28/2026. POSITION/TITLE/RELATIONSHIP: PRESIDENT, AUTHORIZED CHECK SIGNER APX NUMBER OF HOURS PER WEEK: 2. APX NUMBER OF HOURS DURING TRADING HOURS: 1. BRIEF DESCRIPTION OF DUTIES: RUNNING WEEKLY NETWORKING MEETINGS.

Exams

• S66 Uniform Combined State Law Examination
  2019-04-05

Designations

• Certified Financial Planner