CL
Christina Loucks
CETERA INVESTMENT ADVISERS LLC
MALAGA, WA
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CRD#: 7417128
CL
Professional summary
Christina Loucks, who also goes by Christie Marie Englund, Christina M Englund, Christina Marie Englund, Christina Englund, Christina Marie-englund Loucks, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Malaga, Washington and CETERA WEALTH SERVICES, LLC located in Wenatchee, Washington.
Christina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Christina has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christie Marie Englund | Christina M Englund | Christina Marie Englund | Christina Englund | Christina Marie-Englund Loucks
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) CNC FINANCIAL GROUP, LLC; POSITION: Wealth Management Assistant NATURE: CNC Financial Group, LLC provides wealth management services to clients. These services include investment planning, retirement planning, estate planning, risk assessment and business planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2022; ADDRESS: 175 E. Penny Road, Suite 1, Wenatchee WA 98801, US; I assist several Financial Advisors in our office with servicing our clients. Several of my job responsibilities include: Generating and processing new and existing client account and service paperwork. Answering inbound client phone calls with questions related to their accounts. Assisting with gathering statements and preparing the reports for the Advisor's client meetings. Calling with clients to assist in requesting a rollover. Assist with distributing cash to clients with their verbal request. 2) CORDELL, NEHER & COMPANY, PLLC POSITION: Wealth Management Assistant NATURE: Cordell, Neher & Company, PLLC provides tax related services: tax planning, preparation, and audits. They also provide bookkeeping an payroll services. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 03/10/2020 ADDRESS: 175 E. Penny Road, Suite 1, Wenatchee WA 98801, United States DESCRIPTION: My top fiveCordell, Neher & Company, PLLC; responsibilities include: Covering the front desk and answering phone calls during Administrative meetings. Schedulingzoom meetings and webinars. Pulling current client contact information reports. Assisting the administrative team with questions related to annual projects in the system software. Assisting with questions related to our new phone system.
CRS (Client Relationship Summary) - RIA
Click below to view Christina Loucks'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 #2: 175 E Penny Rd Suite 1, Wenatchee, WA 98801RIA
CRD#: 105644
MALAGA, WA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 175 E. Penny Road Suite 1, Wenatchee, WA 98801BD
CRD#: 13572
WENATCHEE, WA
Past
June 10, 2023 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Wenatchee, WA
Past
February 22, 2023 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
WENATCHEE, 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
Washington(9/5/2025)
IAR
Washington(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/21/2023
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.
