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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
AZ RA APPROVED 2026-05-08
  • AZ RA
    APPROVED
    Since 2026-05-08

Branch Locations

7025 N Scottsdale Rd Ste 115 & 110, Scottsdale, AZ 85253 • 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
The Vanguard Group, Inc. Scottsdale AZ 02/2024 09/2025
Mountainside Fitness Scottsdale AZ 03/2023 01/2024
Tidy Guys Cleaning Service Fountain Hills AZ 02/2021 03/2023
Orangetheory Fitness Scottsdale AZ 09/2020 02/2021
Lifetime Fitness Phoenix AZ 02/2019 01/2021
Northern Arizona University Flagstaff AZ 08/2019 12/2019
Scottsdale Community College Scottsdale AZ 08/2018 05/2019
Paradise Valley Community College Paradise Valley AZ 08/2017 05/2018
Tidy Guys Cleaning Service Fountain Hills AZ 07/2017 02/2019
The Hills Pizza And Dessert Fountain Hills AZ 05/2016 07/2017
Fountain Hills High School Fountain Hills AZ 08/2013 05/2017
Orangetheory Fitness Phoenix AZ 09/2020 02/2021
Wilde Wealth Management Scottsdale AZ 09/2025 Present
Cetera Advisors Llc St Cloud MN 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 05/2026 Present
  • 02/2024 → 09/2025
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 03/2023 → 01/2024
    Mountainside Fitness
    Scottsdale, AZ
  • 02/2021 → 03/2023
    Tidy Guys Cleaning Service
    Fountain Hills, AZ
  • 09/2020 → 02/2021
    Orangetheory Fitness
    Scottsdale, AZ
  • 02/2019 → 01/2021
    Lifetime Fitness
    Phoenix, AZ
  • 08/2019 → 12/2019
    Northern Arizona University
    Flagstaff, AZ
  • 08/2018 → 05/2019
    Scottsdale Community College
    Scottsdale, AZ
  • 08/2017 → 05/2018
    Paradise Valley Community College
    Paradise Valley, AZ
  • 07/2017 → 02/2019
    Tidy Guys Cleaning Service
    Fountain Hills, AZ
  • 05/2016 → 07/2017
    The Hills Pizza And Dessert
    Fountain Hills, AZ
  • 08/2013 → 05/2017
    Fountain Hills High School
    Fountain Hills, AZ
  • 09/2020 → 02/2021
    Orangetheory Fitness
    Phoenix, AZ
  • 09/2025 → Present
    Wilde Wealth Management
    Scottsdale, AZ
  • 09/2025 → Present
    Cetera Advisors Llc
    St Cloud, MN
  • 05/2026 → Present
    Schaumburg, IL
Other Businesses

1. NAME OF OTHER BUSINESS: WILDE WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 09/2025 POSITION/TITLE/RELATIONSHIP: FINANCAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 25 BRIEF DESCRIPTION OF DUTIES: MANAGING DAY TO DAY OPERATIONS HELPING THE ADVISORS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-16
S63 Uniform Securities Agent State Law Examination 2024-04-22
  • S65 Uniform Investment Adviser Law Examination
    2026-04-16
  • S63 Uniform Securities Agent State Law Examination
    2024-04-22
Other Names
  • Jordan C Klein
  • Jordan Klein

View on SEC IAPD

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