Richard Patrick Reiser

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1985 → Present
  Richard P Reiser, Jr. Cpa
  Kenner, LA
• 04/2007 → 09/2025
  Avantax Investment Services, Inc.
  Kenner, LA
• 10/2007 → 09/2025
  Avantax Advisory Services
  Kenner, LA
• 08/2006 → 09/2025
  Avantax Insurance Agency, Llc
  Kenner, LA
• 08/2019 → 08/2019
  Hd Vest Insurance Agency, Llc
  Irving, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Kenner, LA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2007-10-15 → 2025-09-05
  Avantax Advisory Services
  Kenner, LA

Other Businesses

1)Richard P. Reiser, Jr. CPA~'NIR'~5017 Craig Ave~Kenner~LA~70065~Accounting Services/Tax Preparation~Owner~6/4/1985~130hrs~100hrs~I do all the accounting and tax work. I spend a bit more time on the accounting.

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-01-13
• S65 Uniform Investment Adviser Law Examination
  2007-09-20

Designations

• Personal Financial Specialist