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James B

Series 63, Series 65

Edina, MN

Cetera

James Bayliss is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His career includes roles at MTI Financial, Inc. and Investacorp, Inc., among others. Bayliss is also involved with MTI Financial Advisors, Inc. as a registered representative, focusing on client asset management and financial planning. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, overseeing more than $256 billion in assets across more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Christopher B

Series 66

Edina, MN

Cetera

Christopher Bayliss is a financial advisor with Cetera in Edina, MN, holding a Series 66 designation and six years of industry experience. He has worked at several firms including Securities America and OSAIC, and maintains a legal practice focused on patent prosecution and estate planning. Bayliss also works as an insurance producer specializing in life, health, and accident insurance. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a large network of more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Thomas S

Series 66

Edina, MN

Cetera

Thomas Scheck is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Securities America Advisors, and OSAIC. He is the owner of TMS Inc., an S corporation used for business tax planning purposes. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple investment managers through a multi-manager platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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