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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-02-15
  • IL RA
    APPROVED
    Since 2024-02-15

Branch Locations

59 Cardinal Dr, Bethany, IL 61914 • United States

2911 Crossing Ct Ste 102, Champaign, IL 61822 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sommer Farms Foosland IL 06/2020 01/2022
Fastenal Company Bloomington IL 02/2022 05/2023
Gcms High School Gibson City IL 08/2016 05/2019
Parkland College Champaign IL 08/2019 05/2021
Illinois State University Bloomington IL 08/2021 05/2023
Full-Time Student Gibson City IL 05/2010 08/2016
Central Illinois Group Llc, Dba Lifewise Wealth Advisors Champaign IL 06/2023 Present
Cetera Wealth Services, Llc El Segundo CA 06/2023 Present
Cetera Investment Advisers Llc Schaumburg IL 02/2024 Present
  • 06/2020 → 01/2022
    Sommer Farms
    Foosland, IL
  • 02/2022 → 05/2023
    Fastenal Company
    Bloomington, IL
  • 08/2016 → 05/2019
    Gcms High School
    Gibson City, IL
  • 08/2019 → 05/2021
    Parkland College
    Champaign, IL
  • 08/2021 → 05/2023
    Illinois State University
    Bloomington, IL
  • 05/2010 → 08/2016
    Full-Time Student
    Gibson City, IL
  • 06/2023 → Present
    Central Illinois Group Llc, Dba Lifewise Wealth Advisors
    Champaign, IL
  • 06/2023 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 02/2024 → Present
    Schaumburg, IL
Other Businesses

1. NAME OF OTHER BUSINESS: CENTRAL ILLINOIS GROUP LLC, DBA LIFEWISE WEALTH ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 05/2023; POSITION/TITLE/RELATIONSHIP: ADVISORY ASSOCIATE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: SUPPORTING THE ADVISORY TEAM AS A REGISTERED ASSOCIATE; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 10/2024, APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING HOURS, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-21
  • S66 Uniform Combined State Law Examination
    2023-11-21

View on SEC IAPD

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