Donna Morgan Negus
Investment adviser representative at Cetera Investment Advisers LLC
25 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
25 years in the industry.
- True North Wealth Solutions, LLCNov 2025 to now
- Cetera Investment Advisers LLCJun 2023 to now
- Central Illinois Group LLC, dba Lifewise Wealth AdvisorsJan 2019 to now
- Cetera Wealth Services, LLCJan 2019 to now
- Thomas J. Ealy, Sr.Jul 2009 to Jan 2019
- Ipi Asset ManagementMay 2005 to Jan 2019
- Investment Planners, Inc.May 2001 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2198709
- Firm CRD
- 105644