Cetera Investment Services Llc

Cetera Investment Services Llc company information, Employees & Contact Information

Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors) Member FINRA/SIPC At Cetera® Investment Services, our Midwestern roots mean we can’t help but treat you like family—but that doesn’t stop us from pursuing your success with dogged determination. We’ll get to know you well, and then build on 35 years’ experience to custom-tailor a suite of teams, technology, and services designed to help you reach your goals for growth. Whether you’re a bank or credit union program manager, an advisor in a financial institution, or an independent advisor, the tools and solutions outlined on the following pages can enhance your individual capabilities, drive growth, and increase productivity. But it’s not just what we offer that sets us apart; it’s how we offer it. Our personal and consultative approach to your success can help you uncover your full potential—within a culture you’ll feel right at home with. Cetera Investment Services LLC is a self-clearing, registered broker-dealer and registered investment adviser. Securities, insurance products, and advisory services are offered through Cetera Investment Services LLC (doing insurance business in California as CFGIS Insurance Agency), member FINRA/SIPC/DTCC. Cetera is not affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

Company Details

Employees
417
Founded
-
Address
400 First Street South,
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords
LLC | LinkedIn.
HQ
St. Cloud, MN
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News

Cetera Welcomes Oestriecher Financial Management with $154 Million in AUA to its Avantax Community of Tax-Focused Advisors - Lelezard

Cetera Welcomes Oestriecher Financial Management with $154 Million in AUA to its Avantax Community of Tax-Focused Advisors Lelezard

Long-Time Commonwealth Advisor Gigi Schneppat Joins Cetera - Eastern Progress

Long-Time Commonwealth Advisor Gigi Schneppat Joins Cetera Eastern Progress

Cetera and Advanced Time Segmentation Announce Joint Venture - PR Newswire

Cetera and Advanced Time Segmentation Announce Joint Venture PR Newswire

John Lefferts Appointed Head of Cetera Investors, Leading the Cetera Community of Supported Independence - AdvisorHub

John Lefferts Appointed Head of Cetera Investors, Leading the Cetera Community of Supported Independence AdvisorHub

Jump and Cetera Join Forces to Further Enhance Compliance, Efficiency and Scalable Growth - Business Wire

Jump and Cetera Join Forces to Further Enhance Compliance, Efficiency and Scalable Growth Business Wire

Cetera Introduces Emergency Planning and Communications Kit for Advisers - planadviser

Cetera Introduces Emergency Planning and Communications Kit for Advisers planadviser

Wealth.com Partners With Cetera to Bring Leading Estate Planning Technology to More Than 12,000 Financial Advisors - 01net

Wealth.com Partners With Cetera to Bring Leading Estate Planning Technology to More Than 12,000 Financial Advisors 01net

Cetera Names Andina Anderson to Lead RIA Blueprint Platform - PR Newswire

Cetera Names Andina Anderson to Lead RIA Blueprint Platform PR Newswire

Cetera and Wealth Access Form Partnership to Unite Brokerage, Trust and Digital Banking - The Digital Banker

Cetera and Wealth Access Form Partnership to Unite Brokerage, Trust and Digital Banking The Digital Banker

Cetera Closes Acquisition of Concourse Financial Group Securities, Inc. - PR Newswire

Cetera Closes Acquisition of Concourse Financial Group Securities, Inc. PR Newswire

Cetera Completes Minority Investment In $2.8 Billion Wilde Wealth Management Group - The Digital Banker

Cetera Completes Minority Investment In $2.8 Billion Wilde Wealth Management Group The Digital Banker

Cetera Welcomes Financial Advisor Frank Mezzanotte Jr. and His Service-Oriented FDM Wealth Management with Over $126 Million in AUA - Morningstar

Cetera Welcomes Financial Advisor Frank Mezzanotte Jr. and His Service-Oriented FDM Wealth Management with Over $126 Million in AUA Morningstar

Cetera Strengthens Executive Leadership to Propel Strategic Growth and Innovation - PR Newswire

Cetera Strengthens Executive Leadership to Propel Strategic Growth and Innovation PR Newswire

Cetera Announces New Partners at Wilde Wealth Management - The Digital Banker

Cetera Announces New Partners at Wilde Wealth Management The Digital Banker

Cetera Partners with TIFIN AG to Expand Share-of-Wallet Opportunities for Advisors and Institutions - PR Newswire

Cetera Partners with TIFIN AG to Expand Share-of-Wallet Opportunities for Advisors and Institutions PR Newswire

Cetera Welcomes 34-Member Pillar Financial Group with $1.8 Billion in Client Assets - PR Newswire

Cetera Welcomes 34-Member Pillar Financial Group with $1.8 Billion in Client Assets PR Newswire

Cetera Selects Cornerstone to Provide Business Sale Support for Advisors' Clients Who Own Private Businesses - PR Newswire

Cetera Selects Cornerstone to Provide Business Sale Support for Advisors' Clients Who Own Private Businesses PR Newswire

Alma Bank Partners with Cetera in Pursuit of Growth - PR Newswire

Alma Bank Partners with Cetera in Pursuit of Growth PR Newswire

Cetera Showcases Strategic Growth and Culture at Connect2Peers 2025 - PR Newswire

Cetera Showcases Strategic Growth and Culture at Connect2Peers 2025 PR Newswire

Cetera Wins Two 2025 "Wealthies" Awards for Digital Marketing Campaign of the Year and Transition Support - PR Newswire

Cetera Wins Two 2025 "Wealthies" Awards for Digital Marketing Campaign of the Year and Transition Support PR Newswire

Cetera to Host Third Annual Connect2Impact DEIB-Focused Symposium - PR Newswire

Cetera to Host Third Annual Connect2Impact DEIB-Focused Symposium PR Newswire

Cetera Recognized as Finalist for Three "Wealthies" Awards - PR Newswire

Cetera Recognized as Finalist for Three "Wealthies" Awards PR Newswire

Cetera Investment Services Announces Renewed Relationship with Regions Bank - PR Newswire

Cetera Investment Services Announces Renewed Relationship with Regions Bank PR Newswire

Cetera Appoints Paul Polese as Community Leader of RIA Blueprint - Morningstar

Cetera Appoints Paul Polese as Community Leader of RIA Blueprint Morningstar

Cetera Launches Risk-O-Meter to Help Advisors Understand and Navigate Changing Regulatory Landscape - PR Newswire

Cetera Launches Risk-O-Meter to Help Advisors Understand and Navigate Changing Regulatory Landscape PR Newswire

Cetera Takes Home Two ThinkAdvisor 'Luminaries' Awards - PR Newswire

Cetera Takes Home Two ThinkAdvisor 'Luminaries' Awards PR Newswire

Cetera Named Second-Fastest Growing Independent Brokerage on IBD Elite 2024 List - PR Newswire

Cetera Named Second-Fastest Growing Independent Brokerage on IBD Elite 2024 List PR Newswire

Cetera Chief Sales and Growth Officer Tom Taylor to Retire - PR Newswire

Cetera Chief Sales and Growth Officer Tom Taylor to Retire PR Newswire

Karen Jones joins Cetera Investors - PR Newswire

Karen Jones joins Cetera Investors PR Newswire

Cetera Appoints Scott Baker Head of Corporate Strategy - PR Newswire

Cetera Appoints Scott Baker Head of Corporate Strategy PR Newswire

Wooster Square Advisors Team Joins Cetera Advisor Networks - PR Newswire

Wooster Square Advisors Team Joins Cetera Advisor Networks PR Newswire

Cetera Celebrates Record-Setting Connect2Peers Event - PR Newswire

Cetera Celebrates Record-Setting Connect2Peers Event PR Newswire

$250 Million Practice Joins Cetera - PR Newswire

$250 Million Practice Joins Cetera PR Newswire

Cetera Appoints Avantax President Todd Mackay to President of Cetera Solutions - PR Newswire

Cetera Appoints Avantax President Todd Mackay to President of Cetera Solutions PR Newswire

Cetera Introduces Bitcoin ETF Policy and Guidance for Financial Professionals - PR Newswire

Cetera Introduces Bitcoin ETF Policy and Guidance for Financial Professionals PR Newswire

Cetera Advisor Networks Celebrates 40-Year Anniversary - PR Newswire

Cetera Advisor Networks Celebrates 40-Year Anniversary PR Newswire

Three Teams Managing More than $550 Million Join Cetera - PR Newswire

Three Teams Managing More than $550 Million Join Cetera PR Newswire

Cetera Announces Agreement with Protective Life to Acquire Concourse Financial Group Securities - PR Newswire

Cetera Announces Agreement with Protective Life to Acquire Concourse Financial Group Securities PR Newswire

Cetera Appoints Mike Durbin to CEO of Cetera Holdings - PR Newswire

Cetera Appoints Mike Durbin to CEO of Cetera Holdings PR Newswire

Cetera Names Gwen Weithaus Chief Compliance Officer at Cetera Investment Services - PR Newswire

Cetera Names Gwen Weithaus Chief Compliance Officer at Cetera Investment Services PR Newswire

Cetera Names Michael Molnar Head of Corporate Development - PR Newswire

Cetera Names Michael Molnar Head of Corporate Development PR Newswire

Cetera Appoints Marten Hoekstra to Board of Directors - PR Newswire

Cetera Appoints Marten Hoekstra to Board of Directors PR Newswire

Cetera Names Daniel P. Burkott Chief Compliance Officer for Cetera's Tax Channel - PR Newswire

Cetera Names Daniel P. Burkott Chief Compliance Officer for Cetera's Tax Channel PR Newswire

Cetera's My Advice Architect ® Manager Program Wins Money Management Institute/Barron's Industry Award for Wealth Manager Platform of the Year - PR Newswire

Cetera's My Advice Architect ® Manager Program Wins Money Management Institute/Barron's Industry Award for Wealth Manager Platform of the Year PR Newswire

Cetera Welcomes $3 Billion AUA Burrows Capital Advisors Team - PR Newswire

Cetera Welcomes $3 Billion AUA Burrows Capital Advisors Team PR Newswire

Cetera Makes Strategic Minority Investment in $1.7B Prosperity Advisors; Practice and 170+ Member OSJ Led by Top Advisor Paul Ewing, CFP - PR Newswire

Cetera Makes Strategic Minority Investment in $1.7B Prosperity Advisors; Practice and 170+ Member OSJ Led by Top Advisor Paul Ewing, CFP PR Newswire

Cetera Financial Group, First to Launch Broadridge Next-Gen Client Communications Experience, Leveraging Data and Analytics for Better Investor Engagement - PR Newswire

Cetera Financial Group, First to Launch Broadridge Next-Gen Client Communications Experience, Leveraging Data and Analytics for Better Investor Engagement PR Newswire

Cetera Holdings Announces Close of Avantax Acquisition - PR Newswire

Cetera Holdings Announces Close of Avantax Acquisition PR Newswire

Cetera Makes Strategic Investment in CCR Wealth Management; $2.5B AUM Practice Led by Top Advisor David Borden - PR Newswire

Cetera Makes Strategic Investment in CCR Wealth Management; $2.5B AUM Practice Led by Top Advisor David Borden PR Newswire

Cetera Closes Securian Deal - San Diego Business Journal

Cetera Closes Securian Deal San Diego Business Journal

CENTIER BANK FINANCIAL ADVISOR KEVIN BABCOCK EARNS PLACE AT CETERA CIRCLE OF EXCELLENCE - GreatNews.Life

CENTIER BANK FINANCIAL ADVISOR KEVIN BABCOCK EARNS PLACE AT CETERA CIRCLE OF EXCELLENCE GreatNews.Life

Cetera Announces Close of its Acquisition of Securian Financial's Retail Wealth Business, Boasting Record Levels of Asset Retention - PR Newswire

Cetera Announces Close of its Acquisition of Securian Financial's Retail Wealth Business, Boasting Record Levels of Asset Retention PR Newswire

Industry Veteran Eric Wolf joins Cetera - PR Newswire

Industry Veteran Eric Wolf joins Cetera PR Newswire

Cetera Strengthens Corporate Development Team with Addition of Ken Bond - PR Newswire

Cetera Strengthens Corporate Development Team with Addition of Ken Bond PR Newswire

Cetera’s GrowthLine Marketing Program Wins 2025 BISA Technology Innovation Award - The AI Journal

Cetera’s GrowthLine Marketing Program Wins 2025 BISA Technology Innovation Award The AI Journal

Avantax Enters into Definitive Agreement to be Acquired by Cetera Holdings - GlobeNewswire

Avantax Enters into Definitive Agreement to be Acquired by Cetera Holdings GlobeNewswire

Cetera's Unique Affiliation Model Delivers Record Growth Nationwide - PR Newswire

Cetera's Unique Affiliation Model Delivers Record Growth Nationwide PR Newswire

Cetera Appoints Vamsi Yadlapati to Board of Directors - PR Newswire

Cetera Appoints Vamsi Yadlapati to Board of Directors PR Newswire

Cetera Welcomes Oestriecher Financial Management with $154 Million in AUA to its Avantax Community of Tax-Focused Advisors - StreetInsider

Cetera Welcomes Oestriecher Financial Management with $154 Million in AUA to its Avantax Community of Tax-Focused Advisors StreetInsider

Cetera Advances the Advice-Centric Experience® With Fee-for-Service Offering for Advisors - PR Newswire

Cetera Advances the Advice-Centric Experience® With Fee-for-Service Offering for Advisors PR Newswire

Carefull and Cetera Partner to Help Protect Aging Client Assets & Ease Wealth Transfers for Advisors - Business Wire

Carefull and Cetera Partner to Help Protect Aging Client Assets & Ease Wealth Transfers for Advisors Business Wire

Two Practices Managing More than $500 Million Join Cetera - AdvisorHub

Two Practices Managing More than $500 Million Join Cetera AdvisorHub

Cetera Hires SVP, Head of Experiences and Events - PR Newswire

Cetera Hires SVP, Head of Experiences and Events PR Newswire

Cetera Welcomes Megent Financial - PR Newswire

Cetera Welcomes Megent Financial PR Newswire

Jessica Caris Joins Cetera as SVP, Head of Corporate Communications & Public Relations - PR Newswire

Jessica Caris Joins Cetera as SVP, Head of Corporate Communications & Public Relations PR Newswire

Cetera Welcomes North Ridge Wealth Planning LLC - PR Newswire

Cetera Welcomes North Ridge Wealth Planning LLC PR Newswire

Cetera Rebrands Its Onboarding and Integration Experience - AdvisorHub

Cetera Rebrands Its Onboarding and Integration Experience AdvisorHub

Cetera Enhances Retirement Plan Advisory Platform to Include Advice Delivery for Health Savings Accounts - PR Newswire

Cetera Enhances Retirement Plan Advisory Platform to Include Advice Delivery for Health Savings Accounts PR Newswire

Cetera to Acquire Assets of Foresters Financial's U.S. Brokerage and Investment Advisory Business - PR Newswire

Cetera to Acquire Assets of Foresters Financial's U.S. Brokerage and Investment Advisory Business PR Newswire

Top Cetera Investment Services Llc Employees

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