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Zachary P. Dippold

Cetera Investment Advisers LLC

Dubois, PA

CRD 5530081

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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
PA RA APPROVED 2013-07-08
  • PA RA
    APPROVED
    Since 2013-07-08

Branch Locations

147 West Long Avenue, Dubois, PA 15801 • 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 Advisers Llc Schaumburg IL 07/2013 Present
Cetera Financal Specialists Llc Schaumburg IL 07/2013 Present
Previous Registrations
  • 2011-12-19 → 2013-07-08
    Msi Financial Services, Inc.
    Dubois, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-12-09
S63 Uniform Securities Agent State Law Examination 2008-09-13
  • S65 Uniform Investment Adviser Law Examination
    2011-12-09
  • S63 Uniform Securities Agent State Law Examination
    2008-09-13
Other Names
  • Zach Dippold

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC

Nearby Investors

WILLIAM J CUBA
MATTHEW A NERONE
JONAH JAMES WATT

Nearby Offices

OSAIC WEALTH, INC. · DUBOIS, PA
AMERIPRISE FINANCIAL SERVICES, LLC · Dubois, PA
MML INVESTORS SERVICES, LLC · DUBOIS, PA

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