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Anthony Wetzel

Cetera Investment Advisers LLC

St Cloud, MN

CRD 7894273

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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
TX RA APPROVED 2025-03-26
MN RA APPROVED 2024-09-23
  • TX RA
    APPROVED
    Since 2025-03-26
  • MN RA
    APPROVED
    Since 2024-09-23

Branch Locations

400 1St Street So Ste 300, St Cloud, MN 56301 • 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
Cetera Wealth Services, Llc Saint Clound MN 04/2024 Present
Medical Solutions Omaha NE 09/2022 04/2024
Ultimus Leverpoint Fund Solutions Clifton Park NY 10/2021 09/2022
Amuzement Enterprises Vancouver WA 11/2020 10/2021
Planet Fitness Minnetonka MN 08/2019 07/2020
Instacart Vancouver WA 07/2020 11/2020
Foreign Student Nizhny Novgorod 06/2018 08/2019
University Of Minnesota - Duluth Dining Services Duluth MN 09/2015 05/2018
Cetera Investment Advisers Llc Schaumburg IL 03/2024 Present
Cetera Advisors Llc St. Cloud MN 04/2024 Present
  • 04/2024 → Present
    Cetera Wealth Services, Llc
    Saint Clound, MN
  • 09/2022 → 04/2024
    Medical Solutions
    Omaha, NE
  • 10/2021 → 09/2022
    Ultimus Leverpoint Fund Solutions
    Clifton Park, NY
  • 11/2020 → 10/2021
    Amuzement Enterprises
    Vancouver, WA
  • 08/2019 → 07/2020
    Planet Fitness
    Minnetonka, MN
  • 07/2020 → 11/2020
    Instacart
    Vancouver, WA
  • 06/2018 → 08/2019
    Foreign Student
    Nizhny Novgorod
  • 09/2015 → 05/2018
    University Of Minnesota - Duluth Dining Services
    Duluth, MN
  • 03/2024 → Present
    Schaumburg, IL
  • 04/2024 → Present
    Cetera Advisors Llc
    St. Cloud, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-19
  • S66 Uniform Combined State Law Examination
    2024-09-19

View on SEC IAPD

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