Luka Ivan Milakovic
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 LLCJan 2026 to now
- Cetera Wealth Services, LLCDec 2025 to now
- University of Nebraska At OmahaAug 2023 to now
- Smart Wealth, LLCJan 2025 to Aug 2025
- Retire Smart, LLCJul 2024 to Aug 2025
- Titlecore National LLCJul 2021 to Jul 2024
- Metropolitan Community CollegeDec 2020 to May 2023
- ScheelsSep 2020 to Jul 2021
- James LegacyAug 2019 to Sep 2020
- Amigos/kings ClassicMar 2019 to Aug 2019
- Secondary SchoolJan 2015 to Mar 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NE).
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
- 8035737
- Firm CRD
- 105644