Rachael Lynn Futo Maschari

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

• 01/2021 → 09/2025
  Avantax Investment Services, Inc
  Sandusky, OH
• 01/2021 → 09/2025
  Avantax Advisory Services
  Sandusky, OH
• 01/2012 → 12/2020
  Psav
  Lake Buena Vista, FL
• 12/2020 → Present
  Pn Financial
  Sandusky, OH
• 12/2020 → Present
  Pn Financial
  Sandusky, OH
• 05/2025 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Sandusky, OH
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Norwalk, OH
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-06-22 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Sandusky, OH
  Norwalk, OH

Other Businesses

1) PN FINANCIAL; POSITION: Employee NATURE: This business provides business/individual/family accounting services, including book keeping, payroll, and taxes. They also provide Wealth Management services to help their clients plan for their future. Wealth Management Services will be conducted through Avantax. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/14/2020 ADDRESS: 422 W Market St, Sandusky OH 44870, United States DESCRIPTION: I will be responsible for working with the established team here and assisting clients with questions on their future financial goals and/or concerns. At this time I am training with the current Wealth Management Advisor in order to get licensed.

Exams

• S66 Uniform Combined State Law Examination
  2021-06-21

Other Names

• Rachael Lynn Futo
• Rachael L Futo