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Teresa Ann Schelly

Cetera Investment Advisers LLC

Cordova, TN

CRD 7966465

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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:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-19
TN RA APPROVED 2025-08-04
  • TX RA
    APPROVED
    Since 2026-08-19
  • TN RA
    APPROVED
    Since 2025-08-04

Branch Locations

640 North Germantown Pkwy, Cordova, TN 38018 • 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
Cetera Investment Services Llc Memphis TN 08/2024 Present
Regions Bank Covington TN 10/2006 Present
Cetera Investment Advisers Llc Saint Cloud MN 08/2025 Present
  • 08/2024 → Present
    Cetera Investment Services Llc
    Memphis, TN
  • 10/2006 → Present
    Regions Bank
    Covington, TN
  • 08/2025 → Present
    Cetera Investment Advisers Llc
    Saint Cloud, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-02
  • S66 Uniform Combined State Law Examination
    2025-08-02
Other Names
  • Teresa Ann Blumenhagen

View on SEC IAPD

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