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ERIKA ANN MILOSEVICH
ERIKA ANN WALLESTAD
CRD#: 2444474
IA
Investment Adviser
B
Broker
CETERA INVESTMENT ADVISERS LLCCRD#: 105644 15700 W BLUEMOUND ROAD
BROOKFIELD, WI 53005
CETERA INVESTMENT SERVICES LLCCRD#: 15340 15700 W. BLUEMOUND ROAD
BROOKFIELD, WI 53005
Registration History
1995200020052010201520202025IACETERA INVESTMENT ADVISERS LLC (CRD# 105644)2014 - Present (10 years)BCETERA INVESTMENT SERVICES LLC (CRD# 15340)2004 - Present (20 years)BPFIC SECURITIES CORPORATION (CRD# 34941)2000 - 2004 (3 years)BM&I BROKERAGE SERVICES, INC. (CRD# 16517)1994 - 2000 (6 years)BVALLEY SECURITIES, INC. (CRD# 17345)1994 - 1994 (<1 year)IACETERA INVESTMENT SERVICES LLC (CRD# 15340)2004 - 2014 (9 years)IAFUNDQUEST INCORPORATED (CRD# 109662)2002 - 2004 (1 year)
License(s)

State Registrations

B
Wisconsin 2/24/2004

IA
Wisconsin 1/21/2014

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
CETERA INVESTMENT ADVISERS LLC (CRD#:105644)
15700 W BLUEMOUND ROAD, BROOKFIELD, WI 53005
Registered with this firm since 1/21/2014

B
CETERA INVESTMENT SERVICES LLC (CRD#:15340)
15700 W. BLUEMOUND ROAD, BROOKFIELD, WI 53005
15700 W. BLUEMOUND ROAD, BROOKFIELD, WI 53005
Registered with this firm since 2/24/2004

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
02/24/2004 - 01/21/2014 CETERA INVESTMENT SERVICES LLC (CRD#:15340) RACINE, WI
IA
05/03/2002 - 02/27/2004 FUNDQUEST INCORPORATED (CRD#:109662) BROOKFIELD, WI
B
05/25/2000 - 02/24/2004 PFIC SECURITIES CORPORATION (CRD#:34941) FRANKLIN, TN
B
07/01/1994 - 11/14/2000 M&I BROKERAGE SERVICES, INC. (CRD#:16517) MILWAUKEE, WI
B
02/08/1994 - 07/01/1994 VALLEY SECURITIES, INC. (CRD#:17345) APPLETON, WI
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.