Donetta Michell Friese

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

• 10/2006 → 02/2024
  Farmers & Merchants Trust
  Chambersburg, PA
• 09/2013 → Present
  Cetera Investment Services
  St Cloud, MN
• 02/2024 → Present
  Farmers & Merchants Trust
  Chambersburg, PA
• 12/2024 → Present
  Cetera Investment Advisers Llc
  Chambersburg, PA

Other Businesses

1.) OWNER AND OPERATOR OF COUNTRY TRADING POST. CANDLE SALES. 1 HOUR PER WEEK, NO COMPENSATION. 2.) FARMERS & MERCHANTS TRUST COMPANY, ADMINISTRATIVE OF TRUST/INVESTMENT MANAGEMENT ACCOUNTS, DOES NOT PLACE OR HANDLE SECURITIES TRANSACTIONS, DOES NOT RECOMMEND SPECIFIC SECURITIES TRANSACTIONS, DOES NOT MAKE INVESTMENT DECISIONS

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-09
• S63 Uniform Securities Agent State Law Examination
  2011-06-10

Other Names

• Donetta Michell Woodring
• Donetta Michell Thompson
• Donetta Friese