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Todd Elwin Vanmersbergen

CETERA INVESTMENT ADVISERS
EVERSON, WA
·CRD# 7370827·5 years experience

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.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Todd Van Mersbergen, Todd E Vanmersbergen

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

5 years in the financial services industry

Current & Past Employments

CETERA INVESTMENT ADVISERS LLC·CRD# 105644
RIA
109 E. Main Street, Everson, WA 98247
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
109 E Main St, Everson, WA 98247
September 5, 2025 - Present
AVANTAX ADVISORY SERVICES·CRD# 104556
RIA
Everson, WA
September 15, 2021 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.·CRD# 13686
BD
Everson, WA
June 26, 2021 - September 5, 2025

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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 - SEC (1/13/1984 Approved)

Contact Information

Main Address

1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096

Phone Number

(310) 257-7880

# of Employees

10,251

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

813,961

AUM (Assets Under Management)

$256,813,748,739

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/25/2026Cover PageReport
10/27/2025Cover PageReport
12/13/2024Cover PageReport
09/26/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Oregon
(9/18/2025)
RR
Washington
(9/5/2025)
IAR
Washington
(9/5/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Sep 2021About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Jun 2021About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Apr 2021About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Todd Elwin Vanmersbergen's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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