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Andree Adelle Bidart Rose

Advisor at Cetera — Winnemucca, NV Baud Street

Updated today

Credentials

Series 66

Experience

26 years

Location

Winnemucca, NV 89445

Cetera logo

Cetera

Institution

Total advisors

10,177

Across 5,101 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Andree Rose is a financial advisor at Cetera with 26 years of industry experience. Prior to joining Cetera in 2025, Rose worked at Avantax Advisory Services and Avantax Investment Services, and has been managing Drake Rose & Associates, LLC since 2012. Outside of advising, Rose serves as a trustee for multiple family trusts and is the managing partner of a CPA firm. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, combining affiliated and third-party strategies across various program structures and custodial relationships.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Winnemucca, NV Baud Street

580 Baud Street

Winnemucca NV 89445

Advisors at this office

1

Most active in

Nevada

Work history

26 years of industry experience

Cetera

2025 - Present • 1 year

Schaumburg, IL

Cetera Wealth Services, LLC

2025 - Present • 1 year

Winnemucca, NV

Avantax Advisory services

2019 - 2025 • 6 years

Winnemucca, NV

Avantax Investment Services, INC.

2019 - 2025 • 6 years

Winnemucca, NV

Drake Rose & Associates, LLC

2012 - Present • 14 years

Winnemucca, NV

1st Global Advisors, Inc

2003 - 2019 • 16 years

Winnemucca, NV

1st Global Capital Corp

2002 - 2019 • 17 years

Winnemucca, NV

National Planning Corporation

2002 - 2002 • 1 year

Winnemucca, NV

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Walter V

Series 63, Series 66

Winnemucca, NV

Edward Jones

Walter Vetter is a financial advisor at Edward Jones with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2006. Vetter serves as a board member for Together We Can, an organization focused on educating people about the school's pay-as-you-go bond. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets and offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Jordan V

CFP®, Series 66

Winnemucca, NV

Edward Jones

Jordan Vetter is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked with the University Studies Abroad Consortium (USAC) for five years. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Retirement income strategy Liquidity event planning Inheritance planning Retired Founder/Business Owner Executive
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