Todd Frumson

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

• 06/2023 → 09/2023
  Renaissance Financial
  Sandy, UT
• 06/2023 → 09/2023
  Minnesota Life Insurance Company
  Saint Paul, MN
• 06/2023 → 09/2023
  Securian Financial Services
  Saint Paul, MN
• 08/2019 → 07/2023
  Lumeris Healthcare Outcomes
  Maryland Heights, MO
• 08/2017 → 08/2019
  Magellan Health
  Maryland Heights, MO
• 04/2017 → 07/2017
  Unemployed
  Creve Coeur, MO
• 12/2015 → 03/2017
  Brighton Agency
  Clayton, MO
• 09/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: BIG BROTHERS BIG SISTERS OF UTAH, INVESTMENT RELATED: NO, ADDRESS: 2121 S STATE ST, APT 201, SALT LAKE CITY, UT 84115, NATURE OF BUSINESS: NON-PROFIT, START DATE: 01/2025, POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: MEET WITH OTHER BOARD MEMBERS TO HELP FURTHER THE MISSION STATEMENT OF THE NON-PROFIT ORGANIZATION.; 2. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: June 2023 POSITION/TITLE/RELATIONSHIP: Financial Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, INSURANCE AND ADVISORY SERVICES

Exams

• S66 Uniform Combined State Law Examination
  2023-09-02