TC
Theodore P. Chibnall
CETERA INVESTMENT ADVISERS LLC
ST LOUIS, MO 63131
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CRD#: 1534420
TC
Professional summary
Theodore Partheder Chibnall, CFP®, who also goes by Theodore Parthender Chibnall, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in St Louis, Missouri and CETERA ADVISORS LLC located in St Louis, Missouri.
Theodore is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Theodore has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Theodore Parthender Chibnall
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) WEALTH PLAN ADVISORS GROUP, 4171 CRESCENT DR #200 ST LOUIS MO 63129, DBA NAME FOR FINANCIAL SERVICES AND FIXED INSURANCE, OWNER/REP, START 2001, 40HR/WK ; 2) FINANCIAL PLANNING ASSOCIATION, 4100 E MISSISSIPPI AVE, STE 400, DENVER, CO 80246, ASSOCIATION MEMBERSHIP DIRECTOR, 2HR/WK. 3) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FIXED INSURANCE ; START DATE: 08/2019 ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE ; 4) NAME OF OTHER BUSINESS: WEALTHPLAN ADVISORS GROUP ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 08/2019 POSITION/TITLE/RELATIONSHIP: OWNER ; APX NUMBER OF HOURS PER WEEK: 10 ; APX NUMBER OF HOURS DURING TRADING HOURS: 10 ; BRIEF DESCRIPTION OF DUTIES: SEASONS FORMULA BRAND LOGO TO REPRESENT PROCESS OF HELPING CLIENTS ACHIEVE THEIR GOALS ; 5) NAME OF OTHER BUSINESS: WEALTHPLAN ADVISORS GROUP LLC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: TAX REPORTING ENTITY ; START DATE: 01/2012; POSITION/TITLE/RELATIONSHIP: OWNER/PRESIDENT ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: LLC FOR TAX REPORTING PURPOSES ;
CRS (Client Relationship Summary) - RIA
Click below to view Theodore Partheder Chibnall's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2003
Experience
Current
March 21, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 13303 Manchester Rd, St Louis, MO 63131RIA
CRD#: 105644
ST LOUIS, MO
Current
January 1, 2004 - Present
CETERA ADVISORS LLC
Office #1: 4171 Crescent Dr Suite 200, St Louis, MO 63129BD
CRD#: 10299
St Louis, MO
Past
January 1, 2004 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
GREENWOOD VILLAGE, IL
Past
April 10, 2001 - January 1, 2004
VESTAX SECURITIES CORPORATION
RIA
CRD#: 10332
ST LOUIS, MO
Past
April 4, 2001 - January 1, 2004
VESTAX SECURITIES CORPORATION
BD
CRD#: 10332
HUDSON, OH
Past
August 14, 1997 - April 3, 2001
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEW YORK, NY
Past
July 31, 1986 - August 1, 1997
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
July 31, 1986 - August 1, 1997
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(6/24/2014)
RR
Georgia(9/12/2006)
RR
Illinois(1/1/2004)
RR
Kansas(5/16/2023)
RR
Louisiana(1/1/2004)
RR
Minnesota(10/21/2024)
RR
Mississippi(4/5/2019)
RR
Missouri(1/17/2012)
IAR
Missouri(3/21/2024)
RR
Ohio(9/8/2009)
RR
Texas(6/28/2019)
IAR
Texas(3/21/2024)
RR
Virginia(4/12/2017)
RR
Washington(3/2/2022)
RR
West Virginia(1/27/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644St Louis, MO 63131TRUST BUT VERIFY
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