Todd Jackson Clarke

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

• 07/2016 → 02/2017
  Securian Financial Services Inc.
  St. Paul, MN
• 07/2016 → 02/2017
  Minnesota Life Insurance Company`
  St. Paul, MN
• 07/2016 → 02/2017
  Northstar Resource Group
  Phoenix, AZ
• 07/2016 → 02/2017
  Cri Securities Llc
  St. Paul, MN
• 03/2017 → 01/2023
  American United Life
  Gilbert, AZ
• 03/2017 → 01/2023
  Oneamerica Securities
  Gilbert, AZ
• 01/2023 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 01/2023 → Present
  Ensign Financial Partners
  Gilbert, AZ
• 07/2019 → Present
  Ensign Partners
  Gilbert, AZ
• 12/2022 → Present
  Desert Haven Oasis
  Queen Creek, AZ
• 07/2021 → Present
  Giving Can Be Fun
  Gilbert, AZ
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-03-01 → 2023-02-15
  Oneamerica Securities, Inc.
  Gilbert, AZ
  Gilbert, AZ
  Indianapolis, IN
  Indianapolis, IN

Other Businesses

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: 03/1998, APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: 10, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT , BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, FIXED ANNUITIES, LONG-TERM CARE, PROPERTY & CASUALTY; 2 NAME OF OTHER BUSINESS: ENSIGN FINANCIAL PARTNERS , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 01/2023, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 20, APX NUMBER OF HOURS DURING TRADING HOURS: 20, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3 NAME OF OTHER BUSINESS: ENSIGN PARTNERS, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: INTEGRATED INSURANCE, TAX AND LEGAL STRATEGIES, START DATE: 07/2019, POSITION/TITLE/RELATIONSHIP: PARTNER, APX NUMBER OF HOURS PER WEEK: 15, APX NUMBER OF HOURS DURING TRADING HOURS: 15, BRIEF DESCRIPTION OF DUTIES: ONBOARD NEW BUSINESS OWNER CLIENTS; 4 NAME OF OTHER BUSINESS: DESERT HAVEN OASIS, INVESTMENT RELATED: NO, ADDRESS: 7534 W SUN DANCE DR, QUEEN CREEK, AZ, 85142 NATURE OF BUSINESS: EVENT SPACE, START DATE: 12/2022, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 3, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: HOST WEDDINGS AND OTHER EVENTS; 5 NAME OF OTHER BUSINESS: GIVING CAN BE FUN, INVESTMENT RELATED: NO, ADDRESS: 111 E RIVULON BLVD, SUITE 103, GILBERT, AZ, 85297, NATURE OF BUSINESS: NON-PROFIT, START DATE: 07/2021, POSITION/TITLE/RELATIONSHIP: CHAIRMAN OF THE BOARD, APX NUMBER OF HOURS PER WEEK: 2, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: LEAD BOARD MEETINGS, CHOOSE CHARITABLE CAUSES FOR US TO DONATE TO;

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-09
• S63 Uniform Securities Agent State Law Examination
  1999-03-09