Cetera Investment Advisers LLC

Cetera Investment Advisers LLC (CRD# 105644) is a financial advisory firm headquartered in Schaumburg, IL. They manage $33,356,369,941 in 176,986 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    33,356
    MILLION
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Cetera Investment Advisers LLC
Showing 1 - 10 of 6,311 top financial advisors.
1
James R. Greno
CRD#: 3221992
2605 Nicholson Rd Ste 3200, Sewickley, PA 15143

James Greno (CRD# 3221992) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sewickley, PA and has over 24 years of experience in the finance industry.

2
Kevin J. Larson
CRD#: 4683570
38 W 13775 S, Ste 300, Draper, UT 84020

Kevin Larson (CRD# 4683570) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Draper, UT and has over 20 years of experience in the finance industry. Kevin Larson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Harlan J. Fischer
CRD#: 811927
21 Bennetts Rd Suite 201, Setauket, NY 11733

Harlan Fischer (CRD# 811927) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Setauket, NY and has over 48 years of experience in the finance industry.

4
Elizabeth P. O'Donnell
CRD#: 4503842
501 S Cherry St 11th Floor, Denver, CO 80246

Elizabeth O'Donnell (CRD# 4503842) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Denver, CO and has over 17 years of experience in the finance industry.

 

OWM brings integrity and intelligence to bear in our development of strategies that serve the best interests of our clients. At every stage of the process and with every interaction, our goal is to meet our clients' needs. We make investment understandable and enjoyable so clients can make informed decisions about their money. We never focus on proprietary products - so we avoid any conflicts of interest. We bring a thoughtful team approach to our work with individuals, families, business owners, and estate fiduciaries, as well as CPAs and attorneys. And we remain focused on our clients' evolving needs through each phase of the financial life-cycle from wealth accumulation, to preservation, to distribution. 

5
Jay W. Peters
CRD#: 6463221
3660 S. Geyer Road, Suite 200, Saint Louis, MO 63127
Jay Peters (CRD# 6463221) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Saint Louis, MO and has over 6 years of experience in the finance industry.
6
Donald R. Abaunza
CRD#: 3172450
1855 Manhattan Blvd, Harvey, LA 70058

Donald Abaunza (CRD# 3172450) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Harvey, LA and has over 24 years of experience in the finance industry.

7
Michael D. Abbatacola
CRD#: 1955854
711 South Meyers Rd., Lombard, IL 60148

Michael Abbatacola (CRD# 1955854) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lombard, IL and has over 31 years of experience in the finance industry.

8
Augustine W. Abbatiello
CRD#: 5336896
1400 Old Country Rd, Suite 408, Westbury, NY 11590

Augustine Abbatiello (CRD# 5336896) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Westbury, NY and has over 16 years of experience in the finance industry.

9
Jonathan R. Abbett
CRD#: 1817336
2101 Gaither Rd, Ste 600, Rockville, MD 20850

Jonathan Abbett (CRD# 1817336) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rockville, MD and has over 35 years of experience in the finance industry.

10
Darrin M. Abby
CRD#: 2908751
2009 Galisteo St, Santa Fe, NM 87505

Darrin Abby (CRD# 2908751) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Santa Fe, NM and has over 26 years of experience in the finance industry.

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