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Dylan Robert Devers

Advisor at Cetera — Morrison, IL

Updated today

Credentials

Series 66

Experience

4 years

Location

Morrison, IL 61270

Cetera logo

Cetera

Institution

Total advisors

10,217

Across 5,124 offices

Clients per advisor

78 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Dylan Devers is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He has worked in various roles within Cetera and Wells Financial Service since 2021. Outside of his advisory work, Devers serves on the boards of Self Help Enterprises Inc., an educational nonprofit, and the Sterling Rock Falls Jaycees. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing both affiliated and third-party managers across multiple program structures.

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

Morrison, IL

301 E Main St

Morrison IL 61270

Advisors at this office

4

Most active in

Illinois

Work history

4 years of industry experience

Cetera

2023 - Present • 3 years

Schaumburg, IL

Cetera Wealth Services, LLC

2022 - Present • 4 years

El Segundo, CA

Cetera Advisor Networks

2021 - 2022 • 1 year

El Segundo, CA

Wells Financial Service

2021 - Present • 5 years

Morrison, IL

Wahl Clipper Corporation

2021 - 2022 • 1 year

Sterling, IL

Wahl Clipper Corporation

2019 - 2021 • 2 years

Sterling, IL

Sauk Valley Bank

2015 - 2018 • 3 years

Sterling, IL

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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Patrick L

Series 63, Series 66

Clinton, IA

Vital Capital LLC

Patrick Lonergan is a financial advisor with Vital Capital LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His work history includes roles at Vital Strategies LLC, Central Wealth Management LLC, Eagle Strategies LLC, and NYLIFE Securities LLC. Outside of advisory activities, he owns and operates an insurance brokerage under the Lonergan Group and is involved in managing senior housing properties through Park Vista Senior Housing Management. Vital Capital LLC provides discretionary portfolio management and financial planning services to individuals, small businesses, charities, trusts, and estates. The firm combines fundamental and technical analysis tailored to client objectives and incorporates due diligence on private and alternative investments, managing approximately $41.7 million in assets.

Private / alternative investments Tax-loss harvesting
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Carey H

CFP®

Clinton, IA

Vital Capital LLC

Carey Hilburn is a CFP® professional with 10 years of industry experience, currently serving at Vital Capital LLC since 2021. Prior to this, Carey worked at Central Wealth Management, LLC, Beaird Harris Wealth Management, and Quest Capital Management, Inc. Outside of advisory work, Carey also consults for VITAL LLC in a non-investment capacity. Vital Capital LLC is a five-advisor firm that serves individuals, small businesses, charities, trusts, and estates through discretionary asset management and sub-advisory services. The firm employs fundamental and technical analysis tailored to each client’s objectives and incorporates alternative investments and private offerings where appropriate.

Private / alternative investments Tax-loss harvesting
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Randy K

Series 63, Series 65

Clinton, IA

Stratos Wealth Partners, Ltd

Randy Kirkpatrick is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at Stratos Wealth Partners since 2017 and at LPL Financial since 2016. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm with approximately $18.6 billion in assets under management, serving more than 24,000 clients through a network of about 366 advisors. The firm offers a range of portfolio management and financial planning services, utilizing an open-architecture investment approach that includes both advisor-managed and model-based strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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Michel S

Series 66

Clinton, IA

Stratos Wealth Partners, Ltd

Michel Stephenitch is a financial advisor at Stratos Wealth Partners, Ltd with one year of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Custom-Pak. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets and serving over 24,000 clients. The firm offers advisor-managed and model-based portfolios, third-party manager access, and a variety of financial planning and retirement consulting services, operating with an open-architecture investment approach.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar

Kelsey G

Series 66

Clinton, IA

Stratos Wealth Partners, Ltd

Kelsey Gammon is a financial advisor at Stratos Wealth Partners, Ltd with eight years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial, Mercy Living Center, Cambridge Investment Research, Inc., and NelsonCorp Wealth Management. She is also a notary public for the state of Iowa. Stratos Wealth Partners provides advisory services to a diverse client base including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar

Andrew M

Series 63, Series 66

Clinton, IA

Stratos Wealth Partners, Ltd

Andrew Meyers is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Meyers has worked at Stratos Wealth Partners since 2017 and has been affiliated with LPL Financial since 2014. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving more than 24,000 clients through approximately 366 advisors. The firm offers advisor-managed and model-based portfolios with an open-architecture approach, integrating multiple external platforms and investment management solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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