TV
Todd E. Vanmersbergen
CETERA INVESTMENT ADVISERS LLC
EVERSON, WA 98247
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CRD#: 7370827
TV
Professional summary
Todd Elwin Vanmersbergen, who also goes by Todd Van Mersbergen, Todd E Vanmersbergen, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Everson, Washington and CETERA WEALTH SERVICES, LLC located in Everson, Washington.
Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Todd has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Todd Van Mersbergen | Todd E Vanmersbergen
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) VM FINANCIAL, LLC POSITION: Governor NATURE: This entity is a newly established business that will be solely used to conduct Avantax Wealth Management business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 110 SECURITIES TRADING HOURS: 80 START DATE: 05/12/2021 ADDRESS: 109 E. Main St, PO Box 444, Everson WA 98247, United States DESCRIPTION: Once I am fully licensed, I will be assisting clients with setting up new accounts, assessing client suitability for different investments, and assisting with financial and retirement planning. All investment activity will be conducted through Avantax. 2)PTM Berry Farms LLC; Governor; This farm is a 50 acre blueberry farm that is used for planting, fertilization, and harvesting of crops.� It operates seasonally during the growing and harvest season which runs from May through July.; NIR; 10; 12/06/2005; 2342 Central Rd Everson WA 98247; 1) Develop and Implement fertilizer and pesticide program for the crop.2) Monitor and maintain irrigation program for the crop.3) Hire and schedule employees during harvest of the crop.4) Develop and implement food safety plan, culminating in an annual third party audit.5) Interface with processors/packers to ensure top value for the crop.6) Develop budgets for the year and provide ongoing financial oversight for the operation. 3)HMV Berries LLC; Governor; This farm is a 70 acre blueberry and raspberry farm owned by me, my two sisters, and our spouses. The farm is used for planting, fertilization, and harvesting of crops. It operates seasonally and is very busy during the harvest months of June-July.; NIR; 10; 11/06/2012; 1492 Pangborn Rd Lynden WA 98264; 1) Develop and Implement fertilizer and pesticide program for the crop.2) Monitor and maintain irrigation program for the crop.3) Hire and schedule employees during harvest of the crop.4) Develop and implement food safety plan, culminating in an annual third party audit.5) Interface with processors/packers to ensure top value for the crop.6) Develop budgets for the year and provide ongoing financial oversight for the operation. 4)Maas CPA; Accountant; This business specializes in individual and business tax preparation.� They also offer accounting services including payroll tax filings services.; NIR; 20; 01/01/2017; 109 E Main Street Everson WA 98247; 1) Answer client phone calls and set appointments.2) Create client packets/folders and scan client documents into the document management system.3) Prepare individual and business tax returns.4) Review completed tax returns with clients.5) Provide analysis on potential tax saving strategies with clients. 5)Markwell Raspberry LLC; Farm Manager; This is a 45 acre red raspberry farm owned by my father.� I work for my him as a part time employee. The farm is used for planting, fertilization, and harvesting of crops.� It is very seasonal, with most activity taking place during the summer months.; NIR; 10; 01/01/2005; 1492 Pangborn Rd Lynden WA 98264; 1) Develop and Implement fertilizer and pesticide program for the crop.2) Monitor and maintain irrigation program for the crop.3) Hire and schedule employees during harvest of the crop.4) Develop and implement food safety plan, culminating in an annual third party audit.5) Interface with processors/packers to ensure top value for the crop.6) Develop budgets for the year and provide ongoing financial oversight for the operation.
CRS (Client Relationship Summary) - RIA
Click below to view Todd Elwin Vanmersbergen'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: 109 E. Main Street, Everson, WA 98247RIA
CRD#: 105644
EVERSON, WA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 109 E Main St, Everson, WA 98247BD
CRD#: 13572
EVERSON, WA
Past
September 15, 2021 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Everson, WA
Past
June 26, 2021 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
EVERSON, WA
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
Oregon(9/18/2025)
RR
Washington(9/5/2025)
IAR
Washington(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/26/2021
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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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Everson, WA 98247TRUST BUT VERIFY
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