Irene A. Zurowski

CETERA INVESTMENT ADVISERS LLC

CUYAHOGA FALLS, OH 44221

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CRD#: 5722885

Professional summary

Irene Angela Zurowski, CFP®, who also goes by Irene Angela Hoffmann, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Cuyahoga Falls, Ohio and CETERA ADVISORS LLC located in Cuyahoga Falls, Ohio.

Irene is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Irene has worked at 8 firms and has passed the Series 66, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Irene Angela Hoffmann

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. NAME OF OTHER BUSINESS: IMPEL WEALTH MANAGEMENT INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 01/2022, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 04/2024; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Irene Angela Zurowski'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®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

March 21, 2024 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 2006 4th St, Cuyahoga Falls, OH 44221

RIA

CRD#: 105644

CUYAHOGA FALLS, OH

Current

January 12, 2022 - Present

CETERA ADVISORS LLC

Office #1: 2006 4th St, Cuyahoga Falls, OH 44221

CRD#: 10299

Cuyahoga Falls, OH

Past

March 23, 2022 - March 21, 2024

CETERA ADVISORS LLC

RIA

CRD#: 10299

GREENWOOD VILLAGE, IL

Past

March 5, 2019 - January 20, 2022

W3 WEALTH ADVISORS, LLC

RIA

CRD#: 129549

AKRON, OH

Past

April 11, 2018 - December 31, 2021

VALMARK ADVISERS, INC.

RIA

CRD#: 108050

Akron, OH

Past

April 5, 2018 - December 31, 2021

VALMARK SECURITIES, INC.

CRD#: 31243

AKRON, OH

Past

May 16, 2014 - February 12, 2018

PRINCIPAL SECURITIES, INC.

CRD#: 1137

Fairlawn, OH

Past

September 17, 2012 - March 25, 2013

PRUCO SECURITIES, LLC.

CRD#: 5685

WADSWORTH, OH

Past

April 4, 2012 - May 16, 2012

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

MEDINA, OH

Past

July 14, 2011 - May 16, 2012

MML INVESTORS SERVICES, LLC

CRD#: 10409

MEDINA, OH

Past

September 13, 2010 - May 13, 2011

PRINCIPAL SECURITIES, INC.

CRD#: 1137

FAIRLAWN, OH

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

California
(3/11/2024)

District of Columbia
(3/23/2022)

Florida
(8/30/2022)

New Hampshire
(6/6/2024)

Ohio
(3/22/2022)

IAR

Ohio
(3/21/2024)

South Carolina
(1/24/2025)

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 66

Date: 3/17/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/10/2010

General Securities 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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Irene A. Zurowski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Irene Angela Zurowski's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA ADVISORS LLC

CETERA ADVISORS LLC

W3 WEALTH ADVISORS, LLC

VALMARK ADVISERS, INC.

VALMARK SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

PRUCO SECURITIES, LLC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

PRINCIPAL SECURITIES, INC.

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/17/2022

Series 6TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 9/10/2010

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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