DI
Deana A. Infield
CETERA INVESTMENT ADVISERS LLC
FORT SMITH, AR 72903
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CRD#: 5030142
DI
Professional summary
Deana Ann Infield is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Fort Smith, Arkansas and CETERA WEALTH SERVICES, LLC located in Fort Smith, Arkansas.
Deana is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Deana has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) LANDMARK FINANCIAL, LLC POSITION: Referring advisor NATURE: Referring advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2018 ADDRESS: 3101 South 70th, Fort Smith AR 72903, United States DESCRIPTION: Referring advisor. 2) CITY OF FORT SMITH AUDIT AND ADVISORY COMMITTEE POSITION: AUDIT AND ADVISORY COMMITTEE MEMBER INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/30/2012 ADDRESS: Fort Smith AR DESCRIPTION: AUDIT AND ADVISORY COMMITTEE TO THE BOARD OF DIRECTORS OF THE CITY. ADVISORY ROLE ONLY WITH NO LEGAL DECISION MAKING AUTHORITY, ATTEND QUARTERLY MEETINGS OF THE AUDIT AND ADVISORY COMMITTEE, ANSWER QUESTIONS AS ASKED BY THE INTERNAL AUDITOR OR BOARD OF DIRECTORS, MEETINGS WITH OUTSDIE EXTERNAL AUDIT FIRM. 3) COMPASS PROPERTIES OF FORT SMITH, LLC POSITION: Partner NATURE: Partnership established to purchase and hold commercial real estate INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/31/2021 ADDRESS: 3101 South 70th Street, Fort Smith AR 72903, United States DESCRIPTION: Partner in the LLC - check signing authority as a backup signer. 4) LANDMARK PLC, CERTIFIED PUBLIC ACCOUNTANTS POSITION: CPA MEMBER NATURE: PUBLIC ACCOUNTING FIRM- THE NAME OF THE FIRM WAS CHANGED TO LANDMARK PLC, CERTIFIED PUBLIC ACCOUNTANTS FROM BEALL BARCLAY & COMPANY PLC - THE NATURE OF THE ACTIVITY HAS NOT CHANGED INVESTMENT RELATED: No NUMBER OF HOURS: 250 SECURITIES TRADING HOURS: 200 START DATE: 01/01/1996 ADDRESS: 3101 SOUTH 70TH STREET, FORT SMITH AR 72903, United States DESCRIPTION: PARTNER/MEMBER IN THE CPA FIRM INCLUDING OVERSIGHT OF TAX, AUDIT AND ACCOUNTING WORK - NO CHANGES FROM WHAT WAS PREVIOUSLY REPORTED. 5) BONNEVILLE HOUSE POSITION: Board member NATURE: Nonprofit organization that maintains the historic Bonneville House in Fort Smith, Arkansas INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2023 ADDRESS: 318 N 7th Street, Fort Smith AR 72901, United States DESCRIPTION: Member of Board of Directors to oversee the executive director - attend monthly meetings 6) ARKANSAS SOCIETY OF CPAS POSITION: Board member NATURE: Board member INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2023 ADDRESS: 11300 Executive Center Dr, Little Rock AR 72211, United States DESCRIPTION: Board member of the society and member of the executive committee - appointed to serve on audit committee and policy committee as well - the audit committee works with the outside auditing firm on the annual audit - no investment responsibility with any of the committees 7) FORT SMITH SYMPHONY POSITION: Board member NATURE: Board member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2023 ADDRESS: 5 South 7th Street, Fort Smith AR 72901, United States DESCRIPTION: Board member of the Symphony board 8) SHARON L SHIPLEY REVOCABLE TRUST POSITION: Trustee NATURE: Trustee in order to liquidate and settle trust assets INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 12/09/2022 ADDRESS: 3101 South 70th Street, Fort Smith AR 72903, United States DESCRIPTION: Trustee in order to liquidate and settle trust assets - paying all debts and distribute remainder to beneficiaries
CRS (Client Relationship Summary) - RIA
Click below to view Deana Ann Infield'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
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 3101 South 70th Street, Fort Smith, AR 72903RIA
CRD#: 105644
FORT SMITH, AR
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 3101 South 70th Street, Fort Smith, AR 72903BD
CRD#: 13572
FORT SMITH, AR
Past
October 25, 2019 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Fort Smith, AR
Past
October 25, 2019 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
FORT SMITH, AR
Past
April 25, 2008 - October 27, 2008
BEALL BARCLAY ADVISORS, LLC
RIA
CRD#: 133278
FORT SMITH, AR
Past
July 18, 2006 - October 25, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
FORT SMITH, AR
Past
June 19, 2006 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
FORT SMITH, AR
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
Arkansas(9/5/2025)
IAR
Arkansas(9/5/2025)
RR
Oklahoma(9/5/2025)
Exams
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)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
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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Fort Smith, AR 72903TRUST BUT VERIFY
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