SW
Samantha E. White
CETERA INVESTMENT ADVISERS LLC
GREELEY, CO 80634
Some features on this profile are disabled
CRD#: 7170170
SW
Professional summary
Samantha Elnora White, who also goes by Samantha Elnora Bartlett, Samantha Bartlett, Samantha Elnora Zishka, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Greeley, Colorado and CETERA WEALTH SERVICES, LLC located in Greeley, Colorado.
Samantha is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Samantha has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Samantha Elnora Bartlett | Samantha Bartlett | Samantha Elnora Zishka
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)WEST RIDGE BOOKKEEPING AND ACCOUNTING SERVICES LLC; President and CEO; I own and operate a Bookkeeping and Tax Preparation business. We offer general accounting services, primarily tax preparation, to small businesses and individuals. NIR; HRS 60; HRS 30; 07/24/2016; 4645 18th St Ste 301, Greeley CO 80634, As a Tax Professional, I work with clients on preparing and filing their individual and/or their business tax returns. Prepare, review and file tax returns for individuals and businesses. 3. Manage the day-to-day operations of the business including hiring and managing staff, marketing and training. Review business financials. 2)INSTACART; contracted driver; Instacart is a service offered through an application or online ordering service. Customers can login and shop online at local stores, Instacart contracts people to do the shopping and delivery. NIR; HRS 1; HRS 0; 11/01/2023; 840 52nd Ave, Greeley CO 80634, When I chose to log in and do deliveries through Instacart. 3)SPARK; Contracted delivery person; Spark is a online ordering service that is contracted through Wal-Mart and Sams club for customers ordering their products online. Spark has contracted drivers that pick up the orders and deliver them to the customers. The app collects the fees and ordering amounts. Tips are left on the app also. NIR; HRS 1; HRS 0; 09/25/2023; 840 52nd ave, Greeley CO 80634, United States; My duties include: Logging into the Spark app and logging in when I am available to driver and deliver. 4) WEST RIDGE FINANCIAL SERVICES LLC; Member; Partnership formed to use to offer financial planning and advising services. We will offer financial planning services. IR; HRS 80; HRS 40; 10/27/2024; 1012 Wakerobin Lane, Fort Collins CO 80526, United States As a Member I will help make day to day decisions including staffing, pricing and marketing. As a Financial Advisor I will work with clients to create financial plans and offer asset management solutions. I will be responsible on maintaining my book of business and creating opportunities for clients to maximize their planning potential. 5) FRIENDS OF RYAN ROTH - CITY COUNCIL; Treasurer; I will be helping with accounting for the campaign for Ryan Roth for City Council. NIR; HRS 4; HRS 0; 05/28/2025; 4657 w 20th st, Suite C, Greeley CO 80634, United States; I will be in charge of receiving the checks made out to Ryans City Council campaign - Friends of Ryan Roth. I will take care of keeping accounting records for all donations, making payments for all expenses and keeping detailed records of all transactions for his campaign. I will be filling out the quarterly filings required by the City of Greeley and reporting to Ryan and his team the financial reports. 6) SAMANTHA WHITE AS AN AMAZON AFFILIATE; Amazon affiliate; I was offered and accepted as a contractor with Amazon Influencer Affiliate Program. This program pays a commission for reviews and referrals to products that I have bought and review for them online.; NIR; HRS10; HRS 0; 06/30/2025; 840 52nd Ave, Greeley CO 80634; Review products and post the reviews to Amazon. Create videos of products and share online to people who would use the products. 7) JIM WEITZEL REVOCABLE TRUST; Fiduciary/Trustee upon Jims Death; I have a tax client that does not hold any financial accounts with Avantax/West Ridge Financial Services who is setting up a trust. The attorney and client are asking that I be named as the trustee. NIR; HRS: 0; HRS 0; 08/31/202; 4657 w 20th st, Suite C, Greeley CO 80634, United States; Once I will become the Trustee and be responsible in administering the trust wishes that will be laid out in the trust documents.
CRS (Client Relationship Summary) - RIA
Click below to view Samantha Elnora White'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: 4657 W 20th St Suite C, Greeley, CO 80634RIA
CRD#: 105644
GREELEY, CO
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 4657 W 20th St Suite C, Greeley, CO 80634BD
CRD#: 13572
Greeley, CO
Past
November 19, 2024 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Greeley, CO
Past
November 19, 2024 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Greeley, CO
Past
April 22, 2022 - October 22, 2024
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
Greeley, CO
Past
October 7, 2021 - October 22, 2024
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
Greeley, CO
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)
RR
Colorado(9/5/2025)
IAR
Colorado(9/5/2025)
RR
Minnesota(9/5/2025)
RR
South Dakota(9/15/2025)
RR
Tennessee(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/7/2021
General Securities 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
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Greeley, CO 80634TRUST BUT VERIFY
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