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).
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Total Assets Under Management33,356MILLION
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Total Number of Accounts176,986ACCOUNTS
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Average Account Value$188,469
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
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.
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.
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.
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.
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.
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.
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.
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.
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.