Margery S. Birkedal

CETERA INVESTMENT ADVISERS LLC

LAGUNA WOODS, CA

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CRD#: 2960819

Professional summary

Margery Snell Birkedal, who also goes by Margery Snell, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Laguna Woods, California and CETERA WEALTH SERVICES, LLC located in Laguna Woods, California.

Margery is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Margery has worked at 7 firms and has passed the Series 65, Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Margery Snell

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) Margery Birkedal LLC~4325 Laurel St Ste #205~Anchorage~AK~99508~Tax Preparation/Accounting~Owner/Sole Proprietor~1/1/2016~26hrs~10hrs~Prepare Federal income Taxes.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Margery Snell Birkedal's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 5, 2025 - Present

CETERA INVESTMENT ADVISERS LLC

Office #2: 205 E Benson Blvd Ste 122, Anchorage, AK 99503

RIA

CRD#: 105644

LAGUNA WOODS, CA

Current

September 5, 2025 - Present

CETERA WEALTH SERVICES, LLC

Office #2: 205 E Benson Blvd Ste 122, Anchorage, AK 99503

CRD#: 13572

Laguna Woods, CA

Past

August 14, 2009 - September 5, 2025

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

Anchorage, AK

Past

August 14, 2009 - September 5, 2025

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Anchorage, AK

Past

November 4, 2003 - August 25, 2009

AMERIPRISE ADVISOR SERVICES, INC.

RIA

CRD#: 5979

ANCHORAGE, AK

Past

September 29, 2001 - August 25, 2009

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

ANCHORAGE, AK

Past

March 28, 2000 - October 2, 2001

BIRCHTREE FINANCIAL SERVICES LLC

CRD#: 15014

MINNEAPOLIS, MN

Past

November 7, 1997 - February 1, 2000

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

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".

CETERA INVESTMENT ADVISERS LLC

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.

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

Alaska
(9/5/2025)

IAR

Alaska
(9/5/2025)

Arizona
(9/5/2025)

California
(9/5/2025)

IAR

California
(9/5/2025)

Colorado
(9/5/2025)

Hawaii
(9/5/2025)

Idaho
(9/5/2025)

Iowa
(9/5/2025)

Michigan
(9/5/2025)

Montana
(9/5/2025)

New Mexico
(9/5/2025)

North Carolina
(9/5/2025)

Oregon
(9/5/2025)

Washington
(9/5/2025)

Wisconsin
(9/5/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/29/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 11/17/1997

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/3/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/6/1997

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

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	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	Cover Page	Report

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.

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Firm Stability Insights

Margery S. Birkedal

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Margery Snell Birkedal's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

AMERIPRISE ADVISOR SERVICES, INC.

AMERIPRISE ADVISOR SERVICES, INC.

BIRCHTREE FINANCIAL SERVICES LLC

WADDELL & REED

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/29/2003

Series 66

Date: 11/17/1997

SIE

Date: 10/1/2018

Series 7

Date: 9/3/2008

Series 6

Date: 11/6/1997

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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