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Nan Gwenfrobom Reichel

Cetera Investment Advisers LLC

Bryan, TX

CRD 2857102

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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:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2014-01-21
  • TX RA
    APPROVED
    Since 2014-01-21

Branch Locations

1716 Briarcrest Drive Suite 810, Bryan, TX 77802 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Investment Services Llc St. Cloud MN 02/1997 Present
Prosperity Bank College Station TX 05/2007 11/2016
Cetera Investment Advisers Llc Bryan TX 01/2014 Present
  • 02/1997 → Present
    Cetera Investment Services Llc
    St. Cloud, MN
  • 05/2007 → 11/2016
    Prosperity Bank
    College Station, TX
  • 01/2014 → Present
    Cetera Investment Advisers Llc
    Bryan, TX
Other Businesses

1.) FINANCIAL ADVISOR AT FUNDAMENTAL WEALTH ADVISORS; DBA FOR CETERA BUSINESS

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-04-23
  • S63 Uniform Securities Agent State Law Examination
    1997-04-23

View on SEC IAPD

Nearby Firms

EDWARD JONES
WARWICK PARTNERS
ISC ADVISORS, INC.

Nearby Investors

Joseph Lastor Boring
Ross Hoerster Willmann
THOMAS EUGENE FRAIM

Nearby Offices

EDWARD JONES · BRYAN, TX
WARWICK PARTNERS · BRYAN, TX
ISC ADVISORS, INC. · Bryan, TX

More in Bryan, TX

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