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Cetera Investment Advisers LLC CRD 105644
$257B regulatory AUM 24,019 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Stillwater | OK | 06/2010 | 09/2025 |
| Avantax Advisory Services | Stillwater | OK | 08/2011 | 09/2025 |
| Danny Cochran Cpa Pc | Stillwater | OK | 07/2010 | 09/2020 |
| Mutual Of Omaha | Stillwater | OK | 06/2014 | 09/2020 |
| Avantax Insurance Agency, Llc | Stillwater | OK | 08/2012 | 09/2025 |
| Cochran Bell Llc | Stillwater | OK | 09/2020 | Present |
| Cochran Bell Llc, Dba Cochran Bell Wealth And Tax Strategy | Stillwater | OK | 09/2020 | Present |
| Cetera Wealth Services, Llc | Stillwater | OK | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) University Heights Baptist Church; 323 S Knoblock, Stillwater; OK 74074; Other; 7/2/2001; 2hrs; 0hrs; University Committee Chairman. 3) Cochran Bell LLC; 816 S Main, Stillwater, OK 74074; Accounting Services/Tax Preparation; Owner; 9/30/2020; 120hrs; 100hrs; I am an Enrolled Agent. I meet with clients and prepare tax returns and provide bookkeeping service. 4) COCHRAN BELL LLC, DBA COCHRAN BELL WEALTH AND TAX STRATEGY; Owner: Tax Return Preparation, Bookkeeping and Accounting Services; INVESTMENT RELATED: No; ;120; 100; STARTED 09/30/2020; 816 South Main, Stillwater OK 74074, Us; I am a Enrolled Agent. I meet with clients and prepare tax returns and provide bookkeeping services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-05 |
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