Cetera Investment Advisers LLC

Cetera Investment Advisers LLC (CRD# 105644) is a financial advisory firm headquartered in Schaumburg, IL. They manage $7,816,218,055 in 41,288 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,816
    MILLION
  • Total Number of Accounts
    41,288
    ACCOUNTS
  • Average Account Value
    $189,310
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 2,187 top financial advisors.
1
Howard E. Madlin
CRD#: 2905045
, Albany, NY
101
Wealthminder
score
Howard Madlin (CRD# 2905045) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Albany, NY and has over 18 years of experience in the finance industry.
2
Aaron J. Garabedian
CRD#: 6184068
7110 N Fresno Street, Suite 200, Fresno, CA 93720
99
Wealthminder
score

Aaron Garabedian (CRD# 6184068) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fresno, CA.

 

For many, understanding every aspect of personal finance can be daunting. From investments to retirement, the decisions can be overwhelming. 

 

That’s where we come in.  

 

Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs. 

 

Your personal financial goals are what we strive to reach with a customized approach that adapts as your life does. We work with you to create a mutually beneficial and respected long-term relationship.

 

For more information about my firm and our services, please call. We would enjoy learning more about your goals and dreams.

 

We provide assistance in the following areas:

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
3
Terri A. Cooley
CRD#: 4543890
820 East Primrose, Springfield, MO 65807
98
Wealthminder
score
Terri Cooley (CRD# 4543890) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Springfield, MO and has over 13 years of experience in the finance industry.
4
James A. Hayes
CRD#: 2845387
583 N Minaret, Turlock, CA 95380
98
Wealthminder
score

James Hayes (CRD# 2845387) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Turlock, CA and has over 18 years of experience in the finance industry.

5
Amy R. Thompson
CRD#: 4326010
2015 S. Arlington Hts Road, Suite 107, Arlington Heights, IL 60005
98
Wealthminder
score

Amy Thompson (CRD# 4326010) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Arlington Heights, IL and has over 17 years of experience in the finance industry.

6
Jason S. Adams
CRD#: 5174590
111 N Orange St, Orlando, FL 32801
96
Wealthminder
score

Jason Adams (CRD# 5174590) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Orlando, FL and has over 11 years of experience in the finance industry. Jason Adams 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.

7
Larry D. Alderson
CRD#: 2924528
1827 Elmia Street, Sayre, PA 18840
96
Wealthminder
score

Larry Alderson (CRD# 2924528) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sayre, PA and has over 20 years of experience in the finance industry. Larry Alderson 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.

8
Raymond Alvarez
CRD#: 4527500
Sayville, NY
96
Wealthminder
score

Raymond Alvarez (CRD# 4527500) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sayville, NY and has over 15 years of experience in the finance industry. Raymond Alvarez 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.

9
Kelly M. Anderson
CRD#: 5119948
1016 Civic Center Drive Nw, Rochester, MN 55901
96
Wealthminder
score

Kelly Anderson (CRD# 5119948) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rochester, MN and has over 11 years of experience in the finance industry. Kelly Anderson 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.

10
Michael R. Anliker
CRD#: 3244116
5348 Twin Hickory Rd, Glen Allen, VA 23059
96
Wealthminder
score

Michael Anliker (CRD# 3244116) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Glen Allen, VA and has over 18 years of experience in the finance industry. Michael Anliker 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.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.