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Cetera Investment Advisers LLC CRD 105644
$257B regulatory AUM 24,019 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-21 |
| KS | RA | APPROVED | 2025-02-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc | Hesston | KS | 08/1994 | 02/2025 |
| (Dba) Preheim & Perry Financial Group Inc | Hesston | KS | 01/1993 | Present |
| Cetera Wealth Services, Llc | Hesston | KS | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
(dba) PREHEIM & PERRY FINANCIAL GROUP, INC; Investment Related; 357 North Old Hwy 81, Hesston, KS 67062; Insurance & Financial Services; Co-Owner; Start Date 08/1994; 160 hours per month with the majority of those hours per month occurring during trading hours; Offer financial products and services relating to investing, preparing for retirement and preserving assets as well as sell and service insurance products thru varied insurance carriers. >> POWER OF ATTORNEY (POA); Non-Investment Related; Hesston, KS; Other; POA; Start Date 01/2016; No hours per month; Act as power of attorney in the event my mother is unable to make necessary financial decisions. >> EXECUTOR/POA; Non-Investment Related; Hesston, KS; Other; Executor/POA; Start Date 01/2022; 2 hours per month with no hours per month occurring during trading hours; I pay expenses and provide necessary support for my mother who is in a nursing home.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-14 |
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