AW
Aleatha Wilson
CETERA INVESTMENT ADVISERS LLC
ORLAND PARK, IL 60462
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CRD#: 6949508
AW
Professional summary
Aleatha Wilson, who also goes by Aleatha Muhammad, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Orland Park, Illinois and CETERA WEALTH SERVICES, LLC located in Orland Park, Illinois.
Aleatha is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Aleatha has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Aleatha Muhammad
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: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 8/2018 APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: WOODLAWN MANAGEMENT LLC INVESTMENT RELATED: NO ADDRESS: 4847 WOODLAWN AVENUE, CHICAGO, IL 60615 NATURE OF BUSINESS: BOARD FIDUCIARY POSITIONS POSITION/TITLE/RELATIONSHIP: BOARD MEMBER START DATE: 8/2019 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: INTERNAL REVIEW TEAM OF FINANCIAL OPERATIONS AND BEST PRACTICES; FACILITATOR OF BUSINESS / ENTREPRENEUR BUSINESS AND DEVELOPMENT TRAINING. DESIGNER AND COORDINATOR OF TRAINING PROGRAMS; 3. NAME OF OTHER BUSINESS: WILSON MANAGEMENT & CONSULTING LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: PRIMARY BUSINESS ENTITY FOR LIFE, HEALTH AND ADVISORY POSITION/TITLE/RELATIONSHIP: FINANCIAL CONSULTANT / CEO START DATE: 10/2018 APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: LIFE AND HEALTH INSURANCE; ADVISORY SERVICES; 4. NAME OF OTHER BUSINESS: THE FINANCIAL ARCHITECT/ TFA CONSULTING LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: UNDERSTANDING THE NEED TO CONTRIBUTE TO THE PARADIGM SHIFT OF FINANCIAL AWARENESS, FINANCIAL PLANNING AND WEALTH IN THE AFRICAN AMERICAN COMMUNITY, THIS PLATFORM ASSISTS TO BRIDGE THE GAP AND CREATE A TRUSTED PLACE TO FOSTER FINANCIAL TRANSPARENCY AND LITERACY AND EDUCATION OF WEALTH STRATEGIES TO PEOPLE OF COLOR, WOMEN AND OTHER UNDER-EXPOSED PEOPLE. POSITION/TITLE/RELATIONSHIP: CONSULTANT / TRAINER START DATE: 7/2019 APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL EDUCATION TRAINING FOR SCHOOLS, NON-PROFITS, BUSINESSES AND ENTREPRENEURS; ONLINE FINANCIAL EDUCATION COURSES, SPEAKER AND PRESENTER; 5. NAME OF OTHER BUSINESS: THE HARRIS GROUP LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR MARKETING TO SECURITIES CLIENTS POSITION/TITLE/RELATIONSHIP: FINANCIAL CONSULTANT START DATE: 5/2023 APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: MARKETING AND SALES TO INVESTMENT/SECURITIES CLIENTS; 6. NAME OF OTHER BUSINESS: WILSON FINANCIAL; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 2/2021, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR SALE AND SERVICE OF FIXED INSURANCE; 7. NAME OF OTHER BUSINESS: CLUB BLUUE WEALTH, INVESTMENT RELATED: NO, ADDRESS: 7627 LAKE STREET, RIVER FOREST, IL 60305, NATURE OF BUSINESS: NON-PROFIT, START DATE: 01/2025, POSITION/TITLE/RELATIONSHIP: FOUNDER / DIRECTOR, APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: 2, BRIEF DESCRIPTION OF DUTIES: MANAGING AND COORDINATING CONTENT AND INDUSTRY EXPERTS TO PARTICIPATE IN PROGRAM;
CRS (Client Relationship Summary) - RIA
Click below to view Aleatha Wilson'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 19, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 15255 S. 94th Ave. 5th Flr, Orland Park, IL 60462RIA
CRD#: 105644
ORLAND PARK, IL
Current
May 15, 2023 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 15255 S. 94th Ave. 5th Flr, Orland Park, IL 60462BD
CRD#: 13572
Orland Park, IL
Past
February 15, 2019 - May 16, 2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
CHICAGO, IL
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
Georgia(9/10/2024)
RR
Illinois(5/15/2023)
IAR
Illinois(9/19/2023)
RR
Indiana(5/15/2023)
RR
New Jersey(4/1/2024)
RR
New York(4/1/2024)
RR
North Carolina(5/15/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 2/15/2019
Investment Company Products/Variable Contracts Representative ExaminationGeneral 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
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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
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.
