David Caestecker

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

• 06/2024 → 08/2024
  Renaissance Financial
  Sandy, UT
• 08/2021 → 05/2025
  University Of Utah
  Salt Lake City, UT
• 05/2023 → 08/2023
  Tarantula Hill Brewing Co.
  Thousand Oaks, CA
• 05/2022 → 08/2022
  Tarantula Hill Brewing Co.
  Thousand Oaks, CA
• 03/2021 → 08/2021
  Topper's Pizza Place
  Thousand Oaks, CA
• 11/2020 → 12/2020
  Christmas Ranch Tree Farms
  Thousand Oaks, CA
• 08/2017 → 05/2021
  Thousand Oaks High School
  Thousand Oaks, CA
• 08/2015 → 07/2017
  Redwood Middle School
  Thousand Oaks, CA
• 06/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL START DATE: 6/2025 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 35 BRIEF DESCRIPTION OF DUTIES: ASSET MANAGEMENT AND FINANCIAL PLANNING;

Exams

• S66 Uniform Combined State Law Examination
  2025-08-21