TV
Timothy W. Van Peursem
CETERA INVESTMENT ADVISERS LLC
Dakota Dunes, SD 57049
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CRD#: 4260531
TV
Professional summary
Timothy Walter Van Peursem, who also goes by Timothy W Van Peursem, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Dakota Dunes, South Dakota and CETERA INVESTMENT SERVICES LLC located in Sioux City, Iowa.
Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Timothy has worked at 4 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Timothy W Van Peursem
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.) ABILITY TO REFER BUSINESS TO THE TRUST/WEALTH MANAGEMENT AREA OF THE BANK. TRUST/WEALTH MANAGEMENT AREA COMPENSATES FOR SUCH REFERRALS. 2.)WESTERN SOUTHERN AND PETE HAMILTON & ASSOCIATES; FIXED INSURANCE PRODUCTS." 3.) YOUTH BASKETBALL COACH FOR SIOUXLAND SPORTS ACADEMY, 2-12/HRS/WK
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Walter Van Peursem'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
January 7, 2016 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 325 Dakota Dunes Blvd, Dakota Dunes, SD 57049RIA
CRD#: 105644
Dakota Dunes, SD
Current
August 16, 2005 - Present
CETERA INVESTMENT SERVICES LLC
Office #1: 601 Pierce Street, Sioux City, IA 51101Office #2: 4700 Sergeant Road, Sioux City, IA 51106Office #3: 325 Dakota Dunes Blvd., Dakota Dunes, SD 57049Office #4: 6601 S Louise Avenue, Sioux Falls, SD 57108Office #5: 4621 W 26th Street, Sioux Falls, SD 57106BD
CRD#: 15340
Sioux City, IA
Past
February 7, 2003 - August 17, 2005
FISERV INVESTOR SERVICES, INC.
BD
CRD#: 34637
HOUSTON, TX
Past
October 27, 2000 - February 7, 2003
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
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
Alabama(1/2/2025)
RR
Arizona(8/16/2005)
RR
Arkansas(6/29/2023)
RR
California(1/2/2020)
RR
Colorado(10/22/2009)
RR
Florida(8/16/2005)
RR
Georgia(8/16/2005)
RR
Illinois(9/26/2022)
RR
Indiana(3/30/2020)
RR
Iowa(8/16/2005)
IAR
Iowa(1/7/2016)
RR
Kansas(10/10/2017)
RR
Kentucky(8/16/2005)
RR
Minnesota(8/16/2005)
RR
Nebraska(8/16/2005)
RR
North Carolina(2/22/2024)
RR
Oregon(3/26/2013)
RR
South Dakota(8/16/2005)
IAR
South Dakota(1/8/2016)
RR
Texas(2/7/2014)
IAR
Texas(1/12/2023)
RR
Utah(6/30/2017)
RR
Washington(2/24/2021)
RR
Wyoming(2/1/2021)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Dakota Dunes, SD 57049TRUST BUT VERIFY
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