Hope Witteman

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

• 06/2013 → 08/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 12/2023 → 08/2025
  Grove Point Investments, Llc
  Rockville, MD
• 08/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2025 → Present
  Cetera Advisors Llc
  Greenwood Village, CO
• 08/2025 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 08/2025 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 08/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2015-06-24 → 2025-08-01
  Cuso Financial Services, L.P.
  San Diego, CA
  San Diego, CA
• 2013-02-28 → 2013-06-10
  Ameriprise Financial Services, Llc
  Lake Elsinore, CA
• 2011-07-14 → 2013-01-30
  Ameriprise Financial Services, Llc
  Lake Elsinore, CA
• 2003-08-26 → 2005-05-24
  Ameriprise Financial Services, Llc
  Temecula, CA

Other Businesses

1. NAME OF OTHER BUSINESS: HOPE WITTEMAN POA INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL LOCATION NATURE OF BUSINESS: POA START DATE: 03/2025 POSITION/TITLE/RELATIONSHIP: CO-POA APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: CO POA FOR FRIEND

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-04-15

Other Names

• Hope Rachelle Barnes
• Hope Rachelle Witteman