Heidi Nicole Green

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

• 05/2015 → Present
  Lake City Bank
  Elkhart, IN
• 03/2025 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 08/2023 → 03/2025
  Cetera Investment Services Llc
  St Cloud, MN
• 05/2025 → Present
  Cetera Investment Advisors Llc
  Elkhart, IN

Other Businesses

NOTARY

Exams

• S66 Uniform Combined State Law Examination
  2025-05-27