Bloomington, IL Office
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Cetera
Institution
Firm-wide stats for Cetera
About
Cetera Investment Advisers LLC is an SEC‑registered adviser that distributes its services through a large nationwide network of independent advisors and serves individuals (both non‑HNW and high‑net‑worth), employer‑sponsored retirement plans, corporate and charitable clients, and institutional accounts. Its offerings include discretionary and non‑discretionary portfolio management, financial planning and consulting, ERISA 3(21) and 3(38) retirement services, wrap and non‑wrap program platforms, and access to third‑party money managers.
The firm operates as a multi‑manager platform in which advisors may implement model portfolios provided by an affiliated manager (CIM), select unaffiliated third‑party managers, or construct bespoke strategies; program options range from automated InvestPath allocations to direct indexing, private client overlays, and unified managed accounts. Accounts are run under a mix of discretionary and non‑discretionary authorities and across multiple program structures and custodial relationships, with ongoing supervision and annual client reviews described in the ADV.
Notable features include scale — the ADV reports over $256 billion in assets under management, more than 10,000 advisors and roughly 800,000 clients — and a suite of affiliations (an affiliated trust company, affiliated model provider, strategic fund and ETP partner arrangements, and cash‑sweep programs) that shape product availability and revenue flows. The ADV also discloses recent regulatory settlements with the SEC (described in 2021, 2022 and 2024) and identifies an affiliation with a municipal advisor, both of which prospective clients should review alongside the brochure’s descriptions of revenue‑sharing, sweep arrangements and other program‑level conflicts of interest.
Based on Cetera
Expertise
Based on Cetera
Location
Bloomington IL
Advisors at this office
3
Advisors at this office
Craig M
CFP®, Series 63, Series 65
Bloomington, IL
Cetera
Craig Mc Cormick is a CFP® with nine years of industry experience, currently with Cetera. He previously worked at CliftonLarsonAllen Wealth Advisors and CliftonLarsonAllen LLP. Outside of his advisory role, he serves as Board President of the nonprofit Project OZ, is Treasurer for the Bloomington Public Library board, and is a board member of the Four Seasons Health Club. Mc Cormick also serves as a Major in the United States Marine Corps Reserves. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.
Jeffrey S
CFP®, Series 63, Series 65
Bloomington, IL
Cetera
Jeffrey Secord is a CFP® with 52 years of industry experience, currently serving at Cetera since 2023. He has held roles at Renaissance Wealth Management BN and Cetera Wealth Services, LLC since 2019, and previously worked with Investment Planners and IPI Wealth Management, Inc. In addition to his advisory work, he is the owner of Renaissance Wealth Management BN, LLC, a financial services DBA, and acts as a power of attorney for a friend. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of over 10,000 independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and planning services through multiple program structures and utilizes both affiliated and third-party managers.
Scott D
CFP®, CFA®, Series 66
Bloomington, IL
Cetera
Scott Davis is a CFP® and CFA® with 18 years of experience in financial advising. He currently works at Cetera and also holds roles at Renaissance Wealth Advisors and Cetera Wealth Services. Davis serves as Chair of the Illinois State University Education Investment Fund and is on the Illinois State University Finance Advisory Board. He is the treasurer of the Kiwanis Club of Bloomington and owns a management company, SMD LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with both discretionary and non-discretionary program options.
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