Owen Stiefvater

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

• 10/2024 → Present
  Cetera Investment Services
  San Diego, CA
• 12/2023 → 03/2025
  San Diego Symphony
  San Diego, CA
• 11/2024 → 08/2025
  Dudm Real Estate Group
  Walnut Creek, CA
• 08/2020 → 05/2024
  San Diego State University
  San Diego, CA
• 05/2020 → 08/2020
  Unemployed
  Walnut Creek, CA
• 08/2016 → 05/2020
  Las Lomas High School
  Walnut Creek, CA
• 06/2026 → Present
  Cetera Investment Advisors Llc
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2026-06-26