ER
Edward J. Reitzes
CETERA INVESTMENT ADVISERS LLC
OVERLAND PARK, KS 66210
Some features on this profile are disabled
CRD#: 2473426
ER
Professional summary
Edward Jay Reitzes, who also goes by Ned Reitzes, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Overland Park, Kansas and CETERA ADVISORS LLC located in Overland Park, Kansas.
Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Edward has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ned Reitzes
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. EDWARD J REITZES, ATTORNEY-AT-LAW, 9393 W. 110TH ST, OVERLAND PARK, KS 66210, ATTORNEY, STARTED 06/2024 - OWNER - 20 HOURS PER WEEK, MAY BE DURING TRADING HOURS. PROVIDES LEGAL SERVICES; 2. FIXED INSURANCE AGENT. 3. OVERLAND PARK PLANNING COMMISSION, START 07/01/95, REVIEW PLANNING & ZONING APPLICATIONS, 2HR/WK. 4. NAME OF OTHER BUSINESS: THE REHABILITATION INSTITUTE FOUNDATION INVESTMENT RELATED: NO; ADDRESS: 3011 BALTIMORE, KANSAS CITY, MO 64108; NATURE OF BUSINESS: NON PROFIT /CHARITABLE FOUNDATION; START DATE: 2010; POSITION/TITLE/RELATIONSHIP: VICE PRESIDENT - INVESTMENTS; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: OVERSEE FOUNDATIONS ENDOWMENT; 5. NAME OF OTHER BUSINESS: PROSPERITY NETWORK OF ADVISORS;; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 1/2006; POSITION/TITLE/RELATIONSHIP: FINANCIAL REPRESENTATIVE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
CRS (Client Relationship Summary) - RIA
Click below to view Edward Jay Reitzes'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: 9393 W. 110th St., Suite 500, Overland Park, KS 66210RIA
CRD#: 105644
OVERLAND PARK, KS
Current
November 14, 2006 - Present
CETERA ADVISORS LLC
Office #1: 9393 W. 110th St., Suite 500, Overland Park, KS 66210BD
CRD#: 10299
OVERLAND PARK, KS
Past
November 14, 2006 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
GREENWOOD VILLAGE, IL
Past
October 31, 2001 - April 1, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
September 1, 1999 - July 11, 2006
OSAIC FA, INC.
RIA
CRD#: 3978
OVERLAND PARK, KS
Past
June 1, 1998 - July 11, 2006
OSAIC FA, INC.
BD
CRD#: 3978
OVERLAND PARK, KS
Past
April 21, 1994 - June 1, 1998
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
RADNOR, PA
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
Kansas(11/14/2006)
IAR
Kansas(3/21/2024)
RR
Missouri(11/14/2006)
RR
Pennsylvania(6/30/2009)
Exams
State Security Law Exam
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.
