RV
Rita T. Van Schoiack
CETERA INVESTMENT ADVISERS
HEPPNER, OR 97836
Some features on this profile are disabled
CRD#: 2102579
RV
Rita Teresa Van SchoiackCETERA INVESTMENT ADVISERS
Professional summary
Rita Teresa Van Schoiack, who also goes by Rita Teresa Amadoro, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Heppner, Oregon and CETERA ADVISORS LLC located in Heppner, Oregon.
Rita is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Rita has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Aliases
Rita Teresa Amadoro
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. INSURANCE, 51353 SUNFLOWER FLAT ROAD, HEPPNER, OR 97836. 2. HEPPNER CHAMBER OF COMMERCE, START 06/20/2011, MEMBER, 1HR/WK. 3.ST PATRICK CATHOLIC CHURCH OF HEPPNER, NOT INVESTMENT RELATED, 525 NORTH GALE STREET, HEPPNER, OR 97838, START 7/26/2013, LESS THAN 1 HOUR PER MONTH, NOT DURING TRADING HOURS, FINANCE COMMITTEE MEMBER. 4. NAME OF OTHER BUSINESS: SPIRITUAL EXERCISES IN EVERDAY LIFE (SEEL) TRI-CITIES; INVESTMENT RELATED: NO; ADDRESS: 146 WEST HILLS WAY, KENNEWICK WA 99352; NATURE OF BUSINESS: RELIGIOUS ORGANIZATION; START DATE: 08/2018; POSITION/TITLE/RELATIONSHIP: MEMBER / SPIRITUAL DIRECTOR; APX NUMBER OF HOURS PER WEEK: 2-4; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: HELP WITH MONTHLY RETREAT, PROVIDE SPIRITUAL DIRECTION, HELP WITH OTHER ACTIVITIES; 5. ST PATRICK CATHOLIC CHURCH OF HEPPNER, NOT INVESTMENT RELATED, 525 NORTH GALE STREET, HEPPNER, OR 97838, START 9/15/2013, 3 HOUR PER WEEK, NOT DURING TRADING HOURS, TEACH CATHOLIC RELIGIOUS EDUCATION TO ELEMENTARY AGE STUDENTS. 6. BLUE MOUNTAIN COMMUNITY COLLEGE, NOT INVESTMENT RELATED, 975 E COLUMBIA DRIVE, HERMISTON, OR 97838, START 09/30/2013, 2 HOURS PER WEEK FOR 9 WEEKS - NOT DURING TRADING HOURS, VOLUNTEER TEACHER - ON RETIREMENT PLANNING AND INVESTMENTS. 7. HEPPNER HIGH SCHOOL, NOT INVESTMENT RELATED, 710 MORGAN ST, HEPPNER, OR 97836, HIGH SCHOOL VOLUNTEER AND TUTOR, START SEPTEMBER 2014, 4 HOURS PER WEEK ; VARIES DURING TRADING HOURS, VOLUNTEER PRESENTER ON CAREERS ALTERNATIVES IN THE FINANCIAL INDUSTRY AND FINANCIAL LITERACY TOPICS. 8. FINANCIAL BEGINNINGS; NOT INVESTMENT RELATED; 9600 SW CAPITAL HWY, SUITE 150, PORTLAND, OR, 97836; FINANCIAL LITERACY/EDUCATION; START 9/2014; 1.5 HOURS/WEEK AFTER TRADING HOURS; VOLUNTEER TEACHER; 9. NAME OF OTHER BUSINESS: DBA BLUE MOUNTAIN INVESTMENT MANAGEMENT, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 11/18/2008; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 25-40 HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: DBA FOR SECURITIES BUSINESS. 10.NAME OF OTHER BUSINESS: INTERNATIONAL WOMENS FORUM; INVESTMENT RELATED: NO; ADDRESS:1155 15TH ST NW, STE 1000 WASHINGTON, DC 20005; NATURE OF BUSINESS: WOMENS ORGANIZATION; START DATE: 2/2022; POSITION/TITLE/RELATIONSHIP: MEMBER ; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES ; BRIEF DESCRIPTION OF DUTIES: WORK TO ADVANCE WOMENS LEADERSHIP AND EQUALITY WORLDWIDE; 11. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 07/2023, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT , BRIEF DESCRIPTION OF DUTIES: SELLS FIXED ANNUITIES AND LONG-TERM CARE
CRS (Client Relationship Summary) - RIA
Click below to view Rita Teresa Van Schoiack'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®
NoneExperience
Current
March 21, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 430 W Linden Way, Heppner, OR 97836RIA
CRD#: 105644
HEPPNER, OR
Current
August 3, 2009 - Present
CETERA ADVISORS LLC
Office #1: 430 W Linden Way, Heppner, OR 97836BD
CRD#: 10299
HEPPNER, OR
Past
August 3, 2009 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
Heppner, OR
Past
April 21, 2006 - September 26, 2008
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
KENNEWICK, WA
Past
March 22, 2006 - September 26, 2008
CETERA INVESTMENT SERVICES LLC
RIA
CRD#: 15340
KENNEWICK, WA
Past
March 24, 2004 - April 6, 2004
D.A. DAVIDSON & CO.
RIA
CRD#: 199
PORTLAND, OR
Past
November 3, 2003 - April 6, 2004
D.A. DAVIDSON & CO.
BD
CRD#: 199
GREAT FALLS, MT
Past
April 30, 2002 - March 10, 2003
PIPER SANDLER & CO.
BD
CRD#: 665
MINNEAPOLIS, MN
Past
September 3, 1997 - March 25, 2003
U.S. BANCORP INVESTMENTS, INC.
BD
CRD#: 17868
SAINT PAUL, MN
Past
October 19, 1990 - September 3, 1997
U.S. BANCORP SECURITIES
BD
CRD#: 17439
PORTLAND, OR
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
Alaska(11/26/2021)
RR
Arizona(11/17/2020)
RR
California(2/12/2025)
RR
Oregon(8/3/2009)
IAR
Oregon(3/21/2024)
RR
Texas(6/16/2022)
IAR
Texas(3/21/2024)
RR
Washington(8/3/2009)
Exams
State Security Law Exam
State Security Law 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)Loading...
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 |
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#: 105644Heppner, OR 97836TRUST BUT VERIFY
Monitor Rita Van Schoiack
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
