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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
OR RA APPROVED 2025-10-21
  • OR RA
    APPROVED
    Since 2025-10-21

Branch Locations

17040 Pilkington Road Ste 310, Lake Oswego,, OR 97035 • United States

Eugene, OR • 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
Pete'S Mt Wealth Management Lake Oswego OR 11/2020 Present
California Pizza Kitchen Tualatin OR 10/2022 06/2024
Lee Farms Tualatin OR 09/2020 09/2021
West Linn High School West Linn OR 09/2020 06/2024
Athey Creek Middle School West Linn OR 07/2019 06/2020
Rosemont Ridge Middle School West Linn OR 07/2017 06/2019
Trillium Creek Primary School West Linn OR 09/2014 06/2017
Cetera Wealth Services, Llc El Segundo CA 08/2025 Present
Cetera Wealth Services, Llc El Segundo CA 03/2024 08/2025
Cetera Investment Advisors Schaumburg IL 10/2025 Present
  • 11/2020 → Present
    Pete'S Mt Wealth Management
    Lake Oswego, OR
  • 10/2022 → 06/2024
    California Pizza Kitchen
    Tualatin, OR
  • 09/2020 → 09/2021
    Lee Farms
    Tualatin, OR
  • 09/2020 → 06/2024
    West Linn High School
    West Linn, OR
  • 07/2019 → 06/2020
    Athey Creek Middle School
    West Linn, OR
  • 07/2017 → 06/2019
    Rosemont Ridge Middle School
    West Linn, OR
  • 09/2014 → 06/2017
    Trillium Creek Primary School
    West Linn, OR
  • 08/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 03/2024 → 08/2025
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 10/2025 → Present
    Cetera Investment Advisors
    Schaumburg, IL
Other Businesses

1. NAME OF OTHER BUSINESS: PETE'S MT WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 11/2020 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 25 BRIEF DESCRIPTION OF DUTIES: FILLING OUT PAPERWORK FOR AARON HESSEL'S FINANCIAL PRACTICE, COMMUNICATING WITH CLIENTS TO GET DOCUMENTS SIGNED, ANNUAL REVIEW PREP, COMMUNICATION WITH CETERA AND LIFE INSURANCE COMPANIES REGARDING ACCOUNTS;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-19
  • S66 Uniform Combined State Law Examination
    2025-09-19
Other Names
  • Luke Hessel

View on SEC IAPD

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