Cetera Advisor Networks LLC, member FINRA/SIPC

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Cetera Advisor Networks LLC, member FINRA/SIPC Employees

Employee
Years
Job
Industry
Paul E. Hill, CFP® Paul E. Hill, CFP® Midvale, Utah Details
Paul E. Hill, CFP®'s Cetera Advisor Networks LLC, member FINRA/SIPC Experience April 2008 - Present
Job President of Peak Financial Network Solutions; Regional Director of Cetera Advisor Networks LLC, Financial Advisor
Industry Financial Services
Experience
Peak Financial Network Solutions   April 2008 - Present
Cetera Advisor Networks LLC, member FINRA/SIPC   April 2008 - Present
Beneficial Financial Group  April 2006 - March 2008
CUNA Brokerage Services, Inc  May 1991 - January 2003

Education
Brigham Young University   1982 — 1986

Curtis Willardson Curtis Willardson Provo, Utah Details
Curtis Willardson's Cetera Advisor Networks LLC, member FINRA/SIPC Experience 1995 - Present
Job Investment Advisor Representative at Utah Community Credit Union Financial Group
Industry Financial Services
Experience
Utah Community Credit Union Financial Group   1995 - Present
Cetera Advisor Networks LLC, member FINRA/SIPC   1995 - Present

Skills
Investment Advisory, Retirement Planning, Certified Financial..., Investment Management, Life Insurance, Chartered Life..., Estate Planning, Individual Life, Retirement, Investments

Education
Brigham Young University   1980 — 1986
Bachelor's degree, Finance, General

Valhalla High School

Steve Lindquist Steve Lindquist Greater Los Angeles Area Details
Steve Lindquist's Cetera Advisor Networks LLC, member FINRA/SIPC Experience August 2012 - Present
Job Financial Consultant at Cetera Advisor Networks LLC, Member FINRA/SIPC
Industry Financial Services
Experience
Cetera Advisor Networks LLC, member FINRA/SIPC   August 2012 - Present
Citigroup  August 1991 - April 2005
Pacific Coast Stock Exchange   1988 - 1991

Skills
Retirement, Investments, Estate Planning, College Funding..., Business Planning, Exit Strategies, REITs, Annuities, 401k Rollovers, Charitable Giving, Life, Health, LTC,..., Supplemental Business..., Fixed Annuities, Account Management, Retirement Planning, Finance, IRAs, Wealth Management, FINRA, Series 63

Education
Peralta College Berkeley   2000 — 2003
Business Administration

San Francisco State University, College of Business
International Business

David Bretz, CFP® David Bretz, CFP® Greater San Diego Area Details
David Bretz, CFP®'s Cetera Advisor Networks LLC, member FINRA/SIPC Experience October 1998 - Present
Job Financial Advisor
Industry Financial Services
Experience
Cetera Advisor Networks LLC, Member FINRA/SIPC   October 1998 - Present

Education
DePaul University   1987 — 1990
Masters, Finance

Miami University   1979 — 1983
BS, Accounting

Denise Zapata Denise Zapata Greater Los Angeles Area Details
Denise Zapata's Cetera Advisor Networks LLC, member FINRA/SIPC Experience 2010 - January 2014
Job Zapata Private Wealth Group CEO/Founder, Member of NettWorth Financial Group
Industry Financial Services
Experience
Zapata Private Wealth Group   October 2010 - Present
California Competes Tax Credit Committee   November 2013 - Present
Cetera Advisor Networks LLC, member FINRA/SIPC   2010 - January 2014
Latino Network  2010 - January 2014
Alta Vista CU/Alta Vista Financial Services   2010 - November 2013
HOPE  2013 - 2013
Altura CU   2008 - 2010
Altura Credit Union  2008 - 2010
WM FINANCIAL SERVICES  2004 - 2007
Washington Mutual  2003 - 2006

Skills
Wealth Management, Finance, Investments, Retirement Planning, Banking, Financial Services, Mutual Funds, Strategic Financial..., Securities, Wealth Management..., Retirement, Insurance, Fixed Annuities, Series 63, Credit, Series 7, FINRA

Education
Fielding Graduate University   2013 — 2015
Doctor of Education (Ed.D.), Educational Leadership and Change

UC Riverside   1997 — 2001
Bachelor of Business Administration (B.B.A.), Financial Planning and Services

Lambda Theta Nu Sorority, Inc.

Linda Clayton, CFP®, MBA Linda Clayton, CFP®, MBA Greater Los Angeles Area Details
Linda Clayton, CFP®, MBA's Cetera Advisor Networks LLC, member FINRA/SIPC Experience January 2011 - Present
Job Financial Advisor at Cetera Advisor Networks
Industry Financial Services
Experience
Financial Planning Association-Los Angeles   January 2012 - Present
Cetera Advisor Networks LLC, Member FINRA/SIPC   January 2011 - Present
California Lutheran University  2011 - 2011

Education
California Lutheran University   2009 — 2011
MBA, Financial Planning

UCLA
BA, History

Ashley Crane Ashley Crane Greater San Diego Area Details
Ashley Crane's Cetera Advisor Networks LLC, member FINRA/SIPC Experience March 2015 - Present
Job Registered Administrative Assistant at Cetera Advisor Networks LLC, Member FINRA/SIPC
Industry Financial Services
Experience
Cetera Advisor Networks LLC, Member FINRA/SIPC   March 2015 - Present
The Financial Planning & Investment Group, A financial advisory practice of Ameriprise Financial   March 2010 - February 2015
Carlsbad Unified School District  September 2009 - December 2009

Education
California State University-San Marcos   2007 — 2009
Teaching Credential, Education

California Polytechnic State University-San Luis Obispo   2002 — 2006
BS, Business Administration

David Bergmann David Bergmann Greater Los Angeles Area Details
David Bergmann's Cetera Advisor Networks LLC, member FINRA/SIPC Experience January 1984 - Present
Job Managing Principal The David R. Bergmann Group
Industry Financial Services
Experience
The David R. Bergmann Group   January 1984 - Present
The David R. Bergmann Group   January 1984 - Present
Cetera Advisor Networks LLC, Member FINRA/SIPC   January 1984 - Present
UCLA  1995 - 2015
Trans World Airlines  July 1968 - October 1991
American Airlines / TWA   1968 - 1990

Skills
Investment Management, Financial Goals, Tax Advisory, Family Office, Retirement Planning, Estate Planning, Investment Advisory, Strategic Financial..., Wealth Management, Retirement, Investments, Wealth, Financial Planners, Financial Advisory, Mutual Funds, Insurance, Small Business, Personal Financial..., Certified Financial..., Investment Strategies, 401k, Personal Finance, Asset Allocation, Wealth Management..., IRAs, Finance, Series 7, Portfolio Management, Fixed Annuities, Disability Insurance, Financial Services, High Net Worth..., Long-term Care, Pensions, Employee Benefits, Securities, Wealth Accumulation, Alternative Investments, Asset Management, Life Insurance, Estate Tax Planning, Trusts, Financial Analysis, Series 63, Tax, 401k Rollovers, Bonds, FINRA, Series 65, Asset Protection

Education
California State University-Long Beach - College of Business Administration   1974 — 1981

ucla

Fox Purlee Fox Purlee Salem, Indiana Details
Fox Purlee's Cetera Advisor Networks LLC, member FINRA/SIPC Experience October 2002 - Present
Job Investment Advisor Representative With Cetera Advisor Networks LLC, Member FINRA/SIPC
Industry Financial Services
Experience
Cetera Advisor Networks LLC, Member FINRA/SIPC   October 2002 - Present

Skills
IRAs, Investments, College Savings Plans, Asset Allocation, Mutual Funds, Retirement Planning, Series 63, 401k Rollovers, 403 b, 401k

Education
Indiana University - Kelley School of Business   1995 — 2000
Bachelor of Science (BS), Finance, General

Salem High School   1991 — 1995

Jordan Witt Jordan Witt Fort Scott, Kansas Details
Jordan Witt's Cetera Advisor Networks LLC, member FINRA/SIPC Experience February 2011 - Present
Job LarkinWitt Financial Group
Industry Financial Services
Experience
Cetera Advisor Networks LLC, member FINRA/SIPC   February 2011 - Present

Skills
Life Insurance, Financial Services

Education
University of Kansas
Master of Business Administration (MBA)

Pittsburg State University
Bachelor of Business Administration (BBA), Finance, General

Dan Beltran, CFP(r), ChFC(r) Dan Beltran, CFP(r), ChFC(r) San Francisco Bay Area Details
Dan Beltran, CFP(r), ChFC(r)'s Cetera Advisor Networks LLC, member FINRA/SIPC Experience September 2011 - Present
Job Investment Professional
Industry Financial Services
Experience
Cetera Advisor Networks LLC, member FINRA/SIPC   September 2011 - Present
Sagemark Consulting  February 2006 - August 2011
Northern California Financial Associates   January 2005 - December 2005

Skills
Investment Management, Retirement Planning, Executive Compensation..., Insurance Planning, Business Succession..., Tax Planning, Financial Planners, Wealth Accumulation, Finance, Strategic Financial..., Succession Planning, Wealth Management, FINRA, Retirement, Fixed Annuities, 401k Rollovers, Long Term Care Insurance, Investments, IRAs, Variable Annuities, 529 Plans

Education
The American College   2013 — 2014
Chartered Financial Consultant (r), Financial Planning and Services

The American College   2009 — 2014
CERTIFIED FINANCIAL PLANNER PRACTITIONER TM, Financial Planning and Services

California State University-Chico   1998 — 2003
Bachelor's degree, School of Engineering

Craig Rosenblatt Craig Rosenblatt San Francisco Bay Area Details
Craig Rosenblatt's Cetera Advisor Networks LLC, member FINRA/SIPC Experience October 2002 - Present
Job OSJ Branch Manager at Cetera Advisor Networks LLC, Member FINRA/SIPC
Industry Financial Services
Experience
Cetera Advisor Networks LLC, Member FINRA/SIPC   October 2002 - Present
Deliotte and Touche   August 2000 - October 2001

Skills
Management, Securities, Financial Services, Insurance, Accounting, Risk Management, Financial Planning, Financial Analysis, Project Management, Microsoft Excel

Education
Cal Poly San Luis Obispo   1996 — 2000
Business, Finance

California Polytechnic State University-San Luis Obispo

Joseph Latino Joseph Latino Greater Los Angeles Area Details
Joseph Latino's Cetera Advisor Networks LLC, member FINRA/SIPC Experience May 2013 - Present
Job OSJ Supervision Specialist at Cetera Advisor Networks LLC
Industry Investment Management
Experience
Cetera Advisor Networks LLC, member FINRA/SIPC   May 2013 - Present
Self-Employed  October 2010 - May 2013
Bank of America & Merrill Lynch  October 2011 - August 2012
Citibank  October 2007 - October 2010
Banc of America Investment Services Inc.  August 2003 - December 2005
Bank of America  April 2002 - August 2003
Bank of America  June 1997 - April 2002
Wells Fargo  August 1988 - June 1997

Skills
Credit, Consumer Lending, Financial Services, Banking, Retail Banking, Loans, Investment Banking, Compliance, Mortgage Lending, Series 7, Series 63, Series 6, Series 24, Licensed Life & Health..., Portfolio Management, OSJ Supervision, Leadership, Series 65, Series 53

Education
Loyola Marymount University   1984 — 1988
Bachelor of Business Administration (BBA), Business Administration and Management, General

St. John Bosco High School   1980 — 1984