Allan John Proske
Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$256.8BFirm assets
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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
12 years in the industry.
- Cetera Advisors LLCSep 2022 to now
- Cetera Investment Advisers LLCNov 2021 to now
- First Allied Securities, Inc.Nov 2021 to Sep 2022
- First Allied Advisory ServicesNov 2021 to Nov 2021
- Commonwealth FinancialApr 2018 to Nov 2021
- Minnesota Life Insurance CoApr 2018 to Nov 2021
- Securian Financial Services IncApr 2018 to Nov 2021
- Michael Oana Retirement Planning SpecialistMay 2017 to Apr 2018
- University of South CarolinaAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (SC, 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
- 6493594
- Firm CRD
- 105644