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MAIN NAVIGATION

 * Business Models
   * Financial Advisors
     
     HOLISTIC SUPPORT FOR ALL YOUR AMBITIONS
   
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     LOSE THE CONSTRAINTS, KEEP THE CONTROL
   
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     PARTNERSHIP DEVOTED TO YOUR MISSION
   
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     MORE SCALABLE AND FRICTIONLESS GROWTH
   
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     GROWTH FOR BOTH SIDES OF YOUR BUSINESS
   
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     OWN YOUR FUTURE—ALL OF IT
 * Solutions
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     TECH, TOOLS, AND TEAMS TO DRIVE GROWTH
   
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     DESIGNED FOR OUTSIZED PROGRAM SUCCESS
 * Insights
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     CLEAR GUIDANCE, BALANCED PERSPECTIVE
   
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     DIVE INTO TOPICAL RESEARCH AND ANALYSIS
   
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     OUR QUICK TAKE ON FED MONETARY POLICY
 * About
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     SEE WHAT DRIVES US TO DO WHAT WE DO
   
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     THE BEST INVESTMENT’S ALWAYS IN OTHERS
   
   * Our Values
     
     EXPLORE THE FOUNDATION OF OUR CULTURE
   
   * Strategic Partners
     
     PARTNERSHIP TO EXPAND YOUR CAPABILITIES
   
   * Leadership
     
     MEET THE TEAM BEHIND YOUR GROWTH
   
   * Press Room
     
     THE LATEST NEWS AND PRESS RESOURCES
   
   * Diversity
     
     CREATING OPPORTUNITY FOR EVERYONE




SECONDARY MAIN MENU

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   * AdviceWorks® Client Portal
 * Find an Advisor
 * Join Us





OWN YOUR BUSINESS. NOT THE BURDENS OF RUNNING IT.



Connect with Us

Find Your Branch


HAVE IT ALL, WITHOUT DOING IT ALL

Create a pronounced presence in your local community at one of Cetera Investors’
43 fully staffed and equipped branch offices—while still owning your book and
your independence.




WE MAKE IT EASY TO EXPAND YOUR CAPABILITIES


 * Growth
 * Efficiency
 * Client Experience

FIND YOUR GROWTH LEVERS

We’ll identify the areas with the most growth potential to help put the right
resources and best practices to work for your business.



TECH TO MANAGE, AND ATTRACT, BUSINESS

Win prospects and gain wallet share by making it easier for clients to engage
with you and their entire financial picture.



PROSPECT—WITHOUT PROSPECTING

Have local, high-intent, screened and qualified client leads sent directly to
your inbox.



SUCCESSION AND CONTINUITY PLANNING

We can help you plan your succession to provide financial safety for your family
or realize your business’ equity when you retire.



MAKE YOUR BRAND IN-DEMAND

Create a multimedia marketing presence to drive measurable results attracting
and engaging clients and prospects.



SCALABLE ADVISORY TOOLS

Save time and gain scale within a single, unified advisory platform that gives
you full flexibility and control.



MARKETING AS EASY AS POINT AND CLICK

Simplify advertising and staying connected with clients and prospects with the
personalized support of our professional marketing services.



INSTANT OFFICE, INSTANT SUPPORT

Focus on overachieving, not overhead, while your branch office team provides
mentorship, resources, and administrative support.



HIGH-TOUCH SUPPORT

Our in-office consulting and targeted support maximizes your bottom line by
reducing practice-management burdens.



GUIDED COMPLIANCE

Stay on the right side of regulation with supervisory teams that always endeavor
to say “Yes, and here’s how.”



INSTITUTIONAL-GRADE ADVICE

From fund selection to asset-allocation guidance to ready-made portfolios, we
can help you solve for any client goal.



STRENGTHEN CLIENT CONNECTIONS

Give your clients an interactive financial planning experience that fosters
confidence and makes collaboration easy.



PROVIDE CLARITY IN THE VALUE YOU BRING

Showcase the value of your service to clients with our informative research and
insights.



ANSWER YOUR CLIENTS’ BIGGEST RETIREMENT QUESTION

You’ll be empowered to show clients, in a single meeting, how they can have
enough money in retirement.



SOLVE CLIENTS’ MOST COMPLEX CHALLENGES

Our in-house team of highly credentialed legal and tax specialists can help you
solve clients’ most intricate needs.



EXPAND CAPABILITIES FOR BUSINESS OWNERS

Help business-owner clients enhance their operations with turnkey retirement
plan solutions through our in-house TPA.


Growth

FIND YOUR GROWTH LEVERS

We’ll identify the areas with the most growth potential to help put the right
resources and best practices to work for your business.



TECH TO MANAGE, AND ATTRACT, BUSINESS

Win prospects and gain wallet share by making it easier for clients to engage
with you and their entire financial picture.



PROSPECT—WITHOUT PROSPECTING

Have local, high-intent, screened and qualified client leads sent directly to
your inbox.



SUCCESSION AND CONTINUITY PLANNING

We can help you plan your succession to provide financial safety for your family
or realize your business’ equity when you retire.



MAKE YOUR BRAND IN-DEMAND

Create a multimedia marketing presence to drive measurable results attracting
and engaging clients and prospects.



Efficiency

SCALABLE ADVISORY TOOLS

Save time and gain scale within a single, unified advisory platform that gives
you full flexibility and control.



MARKETING AS EASY AS POINT AND CLICK

Simplify advertising and staying connected with clients and prospects with the
personalized support of our professional marketing services.



INSTANT OFFICE, INSTANT SUPPORT

Focus on overachieving, not overhead, while your branch office team provides
mentorship, resources, and administrative support.



HIGH-TOUCH SUPPORT

Our in-office consulting and targeted support maximizes your bottom line by
reducing practice-management burdens.



GUIDED COMPLIANCE

Stay on the right side of regulation with supervisory teams that always endeavor
to say “Yes, and here’s how.”



INSTITUTIONAL-GRADE ADVICE

From fund selection to asset-allocation guidance to ready-made portfolios, we
can help you solve for any client goal.



Client Experience

STRENGTHEN CLIENT CONNECTIONS

Give your clients an interactive financial planning experience that fosters
confidence and makes collaboration easy.



PROVIDE CLARITY IN THE VALUE YOU BRING

Showcase the value of your service to clients with our informative research and
insights.



ANSWER YOUR CLIENTS’ BIGGEST RETIREMENT QUESTION

You’ll be empowered to show clients, in a single meeting, how they can have
enough money in retirement.



SOLVE CLIENTS’ MOST COMPLEX CHALLENGES

Our in-house team of highly credentialed legal and tax specialists can help you
solve clients’ most intricate needs.



EXPAND CAPABILITIES FOR BUSINESS OWNERS

Help business-owner clients enhance their operations with turnkey retirement
plan solutions through our in-house TPA.




“We take pride in our strong community values and desire to help all clients, at
all stages of life, pursue financial freedom.” LeAnn RummelPresident & CEO

 
 


TALK WITH US TODAY

Get the freedom of independence with the efficiency of teamwork. Connect
directly with one of our branch managers to learn about our Accesslink
onboarding experience and see how Cetera Investors can accelerate your career.



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MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA PR RI SC SD TN TX UT VT VA
WA WV WI WY




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“Cetera Financial Group” refers to the network of independent retail firms
encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC,
Cetera Investment Services LLC (marketed as Cetera Financial Institutions or
Cetera Investors), and Cetera Financial Specialists LLC. All firms are members
FINRA/SIPC. Cetera Financial Group is located at 655 W. Broadway, 11th Floor,
San Diego, CA 92101.

Individuals affiliated with Cetera firms are either Registered Representatives
who offer only brokerage services and receive transaction-based compensation
(commissions), Investment Adviser Representatives who offer only investment
advisory services and receive fees based on assets, or both Registered
Representatives and Investment Adviser Representatives, who can offer both types
of services.

Learn more about our firm's background and Investment Professionals on FINRA's
BrokerCheck.

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