AA
CFP
AA
CFP

Angela Ambrose

8 Years of Experience
Schaumburg, IL
Broker

Angela Ambrose is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Schaumburg, IL, with 8 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr
Avantax Planning Partners, INC.
August 2025 - Present · 1 yr 1 mo
Previous Registrations
Avantax Advisory Services
August 2025 - September 2025 · 1 mo
Avantax Investment Services, INC.Broker
August 2025 - September 2025 · 1 mo
Cetera Investment Advisers LLC
August 2023 - March 2025 · 1 yr 7 mos
Cetera Advisor Networks LLCBroker
August 2023 - March 2025 · 1 yr 7 mos
Securian Financial Services, INC.
February 2023 - August 2023 · 6 mos
Securian Financial Services, INC.Broker
February 2023 - August 2023 · 6 mos
Secu Brokerage ServicesBroker
January 2019 - August 2022 · 3 yrs 7 mos
Credit Union Investment Services
January 2019 - August 2022 · 3 yrs 7 mos
Edward Jones
July 2018 - November 2018 · 4 mos
Edward JonesBroker
July 2018 - November 2018 · 4 mos
Credit Union Investment Services
December 2017 - July 2018 · 7 mos
Secu Brokerage ServicesBroker
November 2016 - July 2018 · 1 yr 8 mos
State Registrations1 state
NC
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Angela Ambrose - Financial Advisor | TrueAdvisor