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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
OH RA APPROVED 2024-03-21
TX RA APPROVED_RES 2024-03-21
  • OH RA
    APPROVED
    Since 2024-03-21
  • TX RA
    APPROVED_RES
    Since 2024-03-21

Branch Locations

2006 4Th St, Cuyahoga Falls, OH 44221 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
K/W Retirement Planning D.B.A. The Millennial Group Akron OH 01/1998 03/2017
Cetera Advisors Llc Denver CO 01/2013 Present
Impel Wealth Management Cumahoca Falls OH 03/2017 Present
Impel Holdings, Llc Cuyahoga Falls OH 09/2022 Present
Cetera Investment Advisers Llc Schaumburg IL 03/2024 Present
  • 01/1998 → 03/2017
    K/W Retirement Planning D.B.A. The Millennial Group
    Akron, OH
  • 01/2013 → Present
    Cetera Advisors Llc
    Denver, CO
  • 03/2017 → Present
    Impel Wealth Management
    Cumahoca Falls, OH
  • 09/2022 → Present
    Impel Holdings, Llc
    Cuyahoga Falls, OH
  • 03/2024 → Present
    Schaumburg, IL
Previous Registrations
  • 1999-10-18 → 2005-12-31
    The Millennial Group
    Akron, OH
  • 1999-12-07 → 2004-01-01
    Vestax Securities Corporation
    Akron, OH
Other Businesses

1.FIXED INSURANCE AGENT 2.QUALIFIED KINGDOM ADVISORS, ATALNTA GA, MEMBER, GETS REFERALS FROM THE ORGINIZATION AND ATTEND OCASIONAL MEETINGS, START 01/04, 0-1HR/WK 3. SEDONA SON RISE PROPERTIES, LLC INVESTMENT RELATED: NO SAME AS RESIDENTIAL LOCATION, REAL ESTATE HOLDING COMPANY STARTED: 11/2016 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 OWNER/SOLE PARTNER DUTIES: MANAGER OF PROPERTY 4.IMPEL WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: 2004 4TH ST. CUMAHOCA FALLS, OH 44221 FINANCIAL PLANNING/WEALTH MANAGEMENT DBA STARTED: 1/2017 APX NUMBER OF HOURS PER WEEK: 60 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 PRESIDENT,MANAGE INVESTMENT COMMITTEE, OVERSEE MARKETING 5. AKRON COMMUNITY FOUNDATION; INVESTMENT RELATED: NO; 345 W. CEDAR ST. AKRON, OH 44307; BOARD MEMBER; STARTED: 7/14/26; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF TRADING HOURS PER WEEK: 0; OVER SEE BOARD POLICY, DIST OF GRANTS. SERVING FINANCE COMMITTEE & COMM RELATIONS. DOSE NOT MANGE INVESTMENTS DIRECTLY. 6. AKRON CHILDRENS HOSPITAL FOUNDATION; INVESTMENT RELATED: NO; ONE PERKINS SQUARE, AKRON, OH 44308; NON PROFIT / HOSPITAL FOUNDATION; STARTED: 03/2018; ADVISORY COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; GIVE INPUT/ADVICE ON MARKETING AND COMMUNITY ENGAGEMENT, ATTEND QUARTERLY MEETINGS, REVIEW FOUNDATIONS GOALS AND INITIATIVES; 7. AKRON SOAP BOX DERBY; INVESTMENT RELATED: NO; 789 DERBY DOWNS DRIVE, AKRON, OH 44306; NON PROFIT; STARTED: 06/2018; TITLE: FINANCE COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: 1-2; APX NUMBER OF HOURS DURING TRADING HOURS: 1-2; REVIEW P & L'S, CAPITAL PLANS, PREPARE BUDGETS; 8. UNITED WAY SUMMIT - MEDINA; INVESTMENT RELATED: NO; 37 N. HIGH ST, AKRON, OH, 44308; NON-PROFIT; STARTED: 03/2019; TITLE: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 3; SERVE ON THE DIVERSITY COMMITTEE, COMMUNITY IMPACT COMMITTEE, & ASSISTS WITH BUDGETS & STRATEGY (NO CONTROL OVER BUDGET OR BANK ACCOUNTS); 9. IMPEL HOLDINGS, LLC; INVESTMENT RELATED: NO; SAME AS REGISTERED LOCATION; HOLDING LLC; STARTED: 09/2022; OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; DUTIES: OWNERSHIP AND TAX MANAGEMENT OF IMPEL WEALTH MANAGEMENT, LLC; 10. SOLLA SOLLEW DESTINATIONS, LLC; INVESTMENT RELATED: NO; SAME AS REGISTERED LOCATION; RENTAL PROPERTY; STARTED: 10/2022; TITLE: OWNER; APX NUMBER OF HOURS PER WEEK: >1; APX NUMBER OF HOURS DURING TRADING HOURS: >1; DUTIES: REAL ESTATE INVESTOR - CREATE RENTAL INCOME BY WORKING WITH A PROPERTY MANAGEMENT COMPANY; 11. DIVERSITAS; INVESTMENT RELATED: NO; 259 S BROADWAY ST, AKRON, OH 44325; NATURE OF BUSINESS: BOARD; START DATE: 1/2021, BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1-2; APX NUMBER OF HOURS DURING TRADING HOURS: 1-2; DUTIES: ATTEND BOARD MEETINGS; 12. POPENOMICS; INVESTMENT RELATED: NO; SAME AS REGISTERED LOCATION; AUTHORED AND PUBLISHED BOOK; STARTED: 02/2025; AUTHOR; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: AUTHORED, PUBLISHED AND SELLING A BOOK; 13. SPUR CIRCLE PUBLISHING, INVESTMENT RELATED: NO, SAME AS RESIDENTIAL LOCATION, BOOK SALES, STARTED: 04/2021, AUTHOR AND PUBLISHER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BOOK PUBLISHING AND SALES;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-01-17
  • S63 Uniform Securities Agent State Law Examination
    1996-01-17
Designations
  • Certified Financial Planner
Other Names
  • Jess Wayne Hurst
  • Jesse Wayne Hurst

View on SEC IAPD

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