Richard Frank Dehner

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

• 09/2014 → 06/2021
  Voya Financial Advisors
  Olney, IL
• 01/2002 → Present
  Dehner Financial Services
  Olney, IL
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-03-07 → 2021-06-09
  Voya Financial Advisors, Inc.
  St Louis, MO
  Olney, IL
  Olney, IL
  Marinette, WI

Other Businesses

NAME OF ENTITY:DEHNER FINANCIAL SERVICES; Yes; 801 SOUTH WEST ST STE 109; OLNEY; IL; 62450; FINANCIAL SERVICES/DBA; OWNER; 1/1/2002; 120; 120; SALE OF FIXED,SECURITIES PRODUCTS|NAME OF ENTITY: Independent insurance agent; Yes; 801 SOUTH WEST ST STE 109; OLNEY; IL; 62450; Fixed insurance sales; Independent insurance agent; 6/1/2009; 160; 160; Sales of fixed insurance products.|

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-02-23
• S63 Uniform Securities Agent State Law Examination
  1991-08-30

Other Names

• Dick Dehner