Alexander Daniel Barrett

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

• 05/2023 → 04/2024
  Nivo Solar Llc
  Little Rock, AR
• 04/2022 → 05/2022
  Kung Fu Tea
  Lexington, KY
• 01/2023 → 05/2024
  University Of Kentucky
  Lexington, KY
• 08/2022 → 11/2022
  Jimmy John's
  Lexington, KY
• 05/2021 → 08/2022
  Sarpino's Pizzeria
  Overland Park, KS
• 05/2022 → 06/2022
  Genesis Health Clubs
  Overland Park, KS
• 03/2018 → 08/2018
  Deanna Rose Children's Farmstead
  Overland Park, KS
• 05/2020 → 08/2020
  Jewish Community Center
  Overland Park, KS
• 08/2018 → 05/2019
  Charlie's Car Wash
  Overland Park, KS
• 08/2014 → 12/2017
  Heartland Soccer Association
  Overland Park, KS
• 05/2021 → 06/2021
  Heartland Soccer Association
  Overland Park, KS
• 12/2019 → 01/2020
  Buffalo Wild Wings
  Overland Park, KS
• 12/2017 → 03/2018
  N/A
  Overland Park, KS
• 05/2019 → 12/2019
  N/A
  Overland Park, KS
• 01/2020 → 05/2020
  N/A
  Overland Park, KS
• 08/2020 → 05/2021
  N/A
  Overland Park, KS
• 07/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2024 → 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 START DATE: June 2024 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
  2024-08-26

Other Names

• Alexander Barrett