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Delane Robert Schieferstein

Cetera Investment Advisers LLC

Dallas, TX

CRD 1617807

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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 2026-05-18
  • TX RA
    APPROVED
    Since 2026-05-18

Branch Locations

3200 Olympus Blvd Ste 100, Dallas, TX 75019 • 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 Advisors Llc Greenwood Village CO 04/2026 Present
Cetera Financial Specialists Llc Schaumburg IL 04/2026 Present
Cetera Investment Services Llc St Cloud MN 04/2026 Present
Cetera Wealth Services, Llc El Segundo CA 04/2026 Present
Cetera Investment Advisers Schaumburg IL 04/2026 Present
Transamerica Financial Advisors, Inc Cedar Rapids IA 03/2015 04/2026
Wfgia Cedar Rapids IA 03/2014 Present
Panacea Limousine Inc Richardson TX 10/1996 02/2022
D. R. Schieferstein, Licensed Massage Therapist Richardson TX 04/1995 01/2022
Methodist Richardson Medical Center Foundation Richardson TX 01/2015 03/2018
Leadership Richardson Alumni Association Richardson TX 08/2010 Present
Richardson East Rotary Club Richardson TX 07/2012 Present
Methodist Richardson Medical Center Patient Family Advisory Coun Richardson TX 05/2019 01/2022
Challenge Air For Kids And Friends Dallas TX 02/2022 Present
Biolife Plasma Services Dallas TX 08/2023 Present
Richardson Real Heroes Richardson TX 03/2025 04/2026
  • 04/2026 → Present
    Cetera Advisors Llc
    Greenwood Village, CO
  • 04/2026 → Present
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 04/2026 → Present
    Cetera Investment Services Llc
    St Cloud, MN
  • 04/2026 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 04/2026 → Present
    Cetera Investment Advisers
    Schaumburg, IL
  • 03/2015 → 04/2026
    Transamerica Financial Advisors, Inc
    Cedar Rapids, IA
  • 03/2014 → Present
    Wfgia
    Cedar Rapids, IA
  • 10/1996 → 02/2022
    Panacea Limousine Inc
    Richardson, TX
  • 04/1995 → 01/2022
    D. R. Schieferstein, Licensed Massage Therapist
    Richardson, TX
  • 01/2015 → 03/2018
    Methodist Richardson Medical Center Foundation
    Richardson, TX
  • 08/2010 → Present
    Leadership Richardson Alumni Association
    Richardson, TX
  • 07/2012 → Present
    Richardson East Rotary Club
    Richardson, TX
  • 05/2019 → 01/2022
    Methodist Richardson Medical Center Patient Family Advisory Coun
    Richardson, TX
  • 02/2022 → Present
    Challenge Air For Kids And Friends
    Dallas, TX
  • 08/2023 → Present
    Biolife Plasma Services
    Dallas, TX
  • 03/2025 → 04/2026
    Richardson Real Heroes
    Richardson, TX
Previous Registrations
Other Businesses

1. NAME OF OTHER BUSINESS: LEADERSHIP RICHARDSON ALUMNI ASSOCIATION INVESTMENT RELATED: NO ADDRESS: RICHARDSON, TX NATURE OF BUSINESS: ALUMNI ASSOCIATION START DATE: 08/2010 POSITION/TITLE/RELATIONSHIP: PAST PRESIDENT APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: PAST PRESIDENT DUTIES 2. NAME OF OTHER BUSINESS: RICHARDSON EAST ROTARY CLUB INVESTMENT RELATED: NO ADDRESS: RICHARDSON, TX NATURE OF BUSINESS: ROTARY START DATE: 07/2012 POSITION/TITLE/RELATIONSHIP: PAST PRESIDENT APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: PROVIDE PAST PRESIDENT SERVICES / DUTIES 3. NAME OF OTHER BUSINESS: CHALLENGE AIR FOR KIDS AND FRIENDS INVESTMENT RELATED: YNO ADDRESS: DALLAS TX NATURE OF BUSINESS: NON-PROFIT START DATE: 3/2014 POSITION/TITLE/RELATIONSHIP: PRESIDENT BOARD OF TRUSTEES APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: PREIDENTIAL DUTIES 4. NAME OF OTHER BUSINESS: BIOLIFE PLASMA SERVICES INVESTMENT RELATED: NO ADDRESS: 7989 BELT LINE ROAD SUITE 130, DALLAS TX 75248 NATURE OF BUSINESS: BLOOD AND PLASMA DONATION CENTER START DATE: 8/2023 POSITION/TITLE/RELATIONSHIP: DONOR APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 3 BRIEF DESCRIPTION OF DUTIES: DONATE PLASMA

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-23
S63 Uniform Securities Agent State Law Examination 2015-06-18
  • S65 Uniform Investment Adviser Law Examination
    2021-02-23
  • S63 Uniform Securities Agent State Law Examination
    2015-06-18
Other Names
  • D Schieferstein
  • Rob Schieferstein
  • Jr Delane Robert Schieferstein
  • Dr Quot;Dquot; Schieferstein
  • Delane Robert Schieferstein
  • Delane Robert Schieferstein

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