John Allen Whiteknight

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

• 08/2013 → 06/2018
  Cuna Mutual Group
  Waverly, IA
• 08/2013 → 06/2018
  Cuna Brokerage Services, Inc.,
  Waverly, IA
• 06/2018 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 05/2018 → 02/2021
  Bar Financial Llc
  Albuquerque, NM
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2013-08-16 → 2017-05-08
  Cuna Brokerage Services, Inc.
  Charlotte, NC
  Brown Summit, NC
  Waverly, IA
• 2012-09-05 → 2013-01-04
  Ameriprise Financial Services, Llc
  Charlotte, NC
• 2011-05-16 → 2012-07-02
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 2010-06-11 → 2011-04-25
  Mml Investors Services, Llc
  Newport Beach, CA
• 2009-06-11 → 2009-09-28
  Cetera Advisors Llc
  Las Vegas, NV
• 2007-10-05 → 2009-04-03
  Ameriprise Financial Services, Llc
  Minneapolis, MN

Other Businesses

1. NAME OF OTHER BUSINESS: BAR FINANCIAL, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 06/2018 POSITION/TITLE/RELATIONSHIP: PRACTICE MANAGEMENT AND OSJ MANAGER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PRACTICE MANAGEMENT AND OSJ MANAGER

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-01-13
• S63 Uniform Securities Agent State Law Examination
  1986-06-11

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• John Allen Whitenight
• John Allen Whitenight