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Dakota Pius Durbin

Cetera Investment Advisers LLC

Mansfield, OH

CRD 6165987

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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
OH RA APPROVED 2022-12-10
  • OH RA
    APPROVED
    Since 2022-12-10

Branch Locations

2 S Main Street, Mansfield, OH 44902 • 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
Infinex Investments, Inc Meriden CT 01/2016 12/2022
Mechanics Bank Mansfield OH 01/2016 12/2022
Mechanics Bank Mansfield OH 12/2022 Present
Cetera Investment Services Llc St Cloud MN 12/2022 Present
Cetera Investment Advisers Llc Mansfield OH 12/2022 Present
  • 01/2016 → 12/2022
    Infinex Investments, Inc
    Meriden, CT
  • 01/2016 → 12/2022
    Mechanics Bank
    Mansfield, OH
  • 12/2022 → Present
    Mechanics Bank
    Mansfield, OH
  • 12/2022 → Present
    Cetera Investment Services Llc
    St Cloud, MN
  • 12/2022 → Present
    Cetera Investment Advisers Llc
    Mansfield, OH
Previous Registrations
Other Businesses

PRIVATE BANKER AT MECHANICS BANK, PROVIDING ASSISTANCE TO CLIENTS OPENING TRADITIONAL BANKING DEPOSIT ACCOUNTS

Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

WHITAKER-MYERS WEALTH MANAGERS, LTD.
AMERIPRISE FINANCIAL SERVICES, LLC
HD PINNACLE ADVISORS, LTD.

Nearby Investors

MATTHEW GERALD HARRIS
Ethan Ronald Barry
Kage D Rush

Nearby Offices

WHITAKER-MYERS WEALTH MANAGERS, LTD. · MANSFIELD, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Mansfield, OH
HD PINNACLE ADVISORS, LTD. · MANSFIELD, OH

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