Robert Allan Wall

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

• 06/2011 → Present
  (Dba) Everence
  North Newton, KS
• 07/2011 → 02/2025
  Concourse Financial Group Securities Inc
  North Newton, KS
• 01/2012 → 09/2019
  Everence Trust Company
  Goshen, IN
• 10/2019 → 02/2025
  Concourse Financial Group Securities Inc
  North Newton, KS
• 10/2019 → Present
  Everence Trust Company
  Goshen, IN
• 02/2025 → Present
  Cetera Wealth Services, Llc
  North Newton, KS
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2011-09-16 → 2025-02-20
  Concourse Financial Group Securities, Inc.
  Hesston, KS
  Hillsboro, KS
  North Newton, KS
  Birmingham, AL
• 2012-01-03 → 2019-09-30
  Everence Trust Company
  Hesston, KS
  Goshen, IN
  North Newton, KS
• 2004-05-18 → 2005-06-06
  Morgan Stanley Dw Inc.
  Wichita, KS
• 2003-05-16 → 2004-06-24
  Cetera Wealth Services, Llc
  Wichita, KS
• 2002-08-30 → 2003-03-28
  A. G. Edwards & Sons, Inc.
  Wichita, KS
• 1999-07-12 → 2002-09-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wichita, KS

Other Businesses

1. NAME OF OTHER BUSINESS: EVERENCE SERVICES DBA EVERENCE TRUST COMPANY OR EVERENCE INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: TRUST, FINANCIAL AND INSURANCE SERVICES START DATE: 06/2011 POSITION/TITLE/RELATIONSHIP: FINANCIAL CONSULTANT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDE INSURANCE, INVESTMENT AND FINANCIAL PLANNING SERVICES THROUGH EVERENCE TRUST COMPANY (A FEDERALLY CHARTERED SAVINGS BANK) AND CHARITABLE PLANNING SERVICES THROUGH EVERENCE FOUNDATION. 2. POA; Non-Investment Related; Residence; Other; Power of Attorney (POA); Start Date 06/2003; 2 hours per month with no hours per month occurring during trading hours; Hold power of attorney for my sibling and will take care of her financial matters while she is overseas.

Exams

• S66 Uniform Combined State Law Examination
  2011-09-12

Designations

• Certified Financial Planner

Other Names

• Robert A Wall