Shelby Kay Greenwalt
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Hefley & Associates, P.C.Oct 2021 to now
- Hefley & Associates, P.C. (wm)Oct 2021 to now
- Avantax Advisory ServicesSep 2024 to Sep 2025
- Avantax Investment Services Inc.Sep 2024 to Sep 2025
- Ss&c TechnologiesAug 2019 to Oct 2021
- StudentMar 2019 to Aug 2019
- Dauby O'connor & Zaleski, LLCDec 2018 to Mar 2019
- Sabic Innovative PlasticsJul 2018 to Dec 2018
- University of Southern IndianaAug 2017 to Jul 2018
- Continental Tire the Americas, LLCJun 2017 to Aug 2017
- StudentDec 2016 to Jun 2017
- Rend Lake CollegeSep 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7451107
- Firm CRD
- 105644