Chase Robert Buteaux

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

• 06/2020 → 12/2022
  Walk'ONs Sports Bistreaux And Bar
  Broussard, LA
• 05/2013 → 05/2020
  Unemployed
  New Iberia, LA
• 08/2022 → 03/2023
  Raymond James Financial Services Inc
  Breaux Bridge, LA
• 02/2023 → 11/2023
  Corner Bar
  Youngsville, LA
• 05/2023 → 05/2024
  J.P. Morgan Securities Llc
  Lafayette, LA
• 05/2023 → 05/2024
  Jpmorgan Chase Bank, N.A.
  Lafayette, LA
• 06/2024 → 09/2025
  Avantax Investment Services, Inc.
  New Iberia, LA
• 06/2024 → 09/2025
  Avantax Advisory Services
  New Iberia, LA
• 05/2024 → Present
  Cosource Financial Group, Llc
  New Iberia, LA
• 06/2024 → 09/2025
  Avantax Insurance Agency Llc
  Associate Financial Representative., LA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  New Iberia, LA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-10-14 → 2025-09-05
  Avantax Advisory Services
  New Iberia, LA
  Dallas, TX

Other Businesses

1) COSOURCE FINANCIAL GROUP LLC POSITION: Associate Financial Representative NATURE: Provide financial planning services for business and individual clients. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 05/20/2024 ADDRESS: 152 West Main Street, New Iberia LA 70560, United States DESCRIPTION: Running reports and researching mutual funds for plans. Conduct employee enrollment meetings for current 401k plans. Traveling to meet on site with business. Maintain common pages/reports.

Exams

• S66 Uniform Combined State Law Examination
  2024-10-12

Other Names

• Chase Buteaux
• Chase Robert Buteaux