Lisa R. Castelluzzo
CETERA INVESTMENT ADVISERS LLC
SIOUX FALLS, SD 57101
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CRD#: 5632942
Professional summary
Lisa Renae Castelluzzo, CFP®, who also goes by Lisa Renae Buri, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Sioux Falls, South Dakota and CETERA INVESTMENT SERVICES LLC located in Sioux Falls, South Dakota.
Lisa is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Lisa has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lisa Renae Buri
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.) FIRST PREMIER BANK, OPENS BANK IRAS, IRAS CONTAIN BANK CDS AND SAVINGS ACOCUNTS. ALSO HANDLES OPERATIONAL TASKS WITH BANK IRAS.REFERS CLIENTS/NON-CLIENTS TO BANKERS OCCASSIONALLY TO OPEN VARIOUS BANK PRODUCTS(I.E. CHECKING, SAVINGS, DEBIT CARDS, LOANS, ETC) 2.) MELALEUCA PRODUCTS, PREFERRED CUSTOMER ORDERING, 0 HOURS, $0 COMPENSATION, NO SECURITIES CLIENTS. 3.) 5/11/17 SENEGENCE INTERNATIONAL. SELLING MAKEUP & LIPSTICK FOR INCOME & COMMISSION." 3.). LIFEVANTAGE, DISTRIBUTOR, TALK TO PEOPLE ABOUT HEALTH AND WELLNESS AND ACTIVATION VERSUS SUPPLEMENTATION 4.) EXECUTIVE COMMITTEE MEMBER FOR LEUKEMIA AND LYMPHOMA SOCIETY; LEAD FUNDRAISING EFFORTS, CORPORATE SPONSORSHIP, SECURE NEW PARTNERS
CRS (Client Relationship Summary) - RIA
Click below to view Lisa Renae Castelluzzo'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®
CFP®
Start date: 2020
Experience
Current
January 21, 2014 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 500 S Minnesota Ave, Sioux Falls, SD 57101RIA
CRD#: 105644
SIOUX FALLS, SD
Current
February 16, 2009 - Present
CETERA INVESTMENT SERVICES LLC
Office #1: 500 S Minnesota Ave, Sioux Falls, SD 57104BD
CRD#: 15340
Sioux Falls, SD
Past
October 15, 2013 - January 21, 2014
CETERA INVESTMENT SERVICES LLC
RIA
CRD#: 15340
SIOUX FALLS, SD
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(2/19/2013)
RR
Arizona(1/15/2013)
RR
California(3/12/2013)
RR
Colorado(7/7/2014)
RR
Florida(10/29/2020)
RR
Iowa(1/10/2012)
RR
Kansas(4/25/2014)
RR
Minnesota(1/12/2012)
RR
Missouri(8/23/2017)
RR
Nebraska(5/18/2018)
RR
New York(7/27/2018)
RR
North Dakota(1/10/2012)
RR
Oregon(8/8/2018)
RR
South Dakota(4/30/2009)
IAR
South Dakota(1/21/2014)
RR
Texas(6/24/2014)
IAR
Texas(1/18/2023)
RR
Washington(11/4/2025)
RR
Wisconsin(8/24/2017)
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)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#: 105644Sioux Falls, SD 57101TRUST BUT VERIFY
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