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Carissa H

Series 66, Series 65

Battle Creek, MI

Cetera

Carissa Hagen is a financial advisor at Cetera with 24 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Commonwealth Financial Network, Ameriprise Financial Services, and Neuberger Berman BD LLC, among other firms. In addition to her advisory role, she is involved in divorce planning services through Empower Divorce Consulting, a business she has been affiliated with since 2020. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets with more than 10,000 advisors nationwide.

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

Series 66

Battle Creek, MI

Cetera

Enrique Domeier is a financial advisor with Cetera who holds a Series 66 designation and has one year of industry experience. His career includes roles at Allegiant Wealth Strategies, Commonwealth Financial Network, Ameriprise Financial, and GreenLeaf Trust. Outside of finance, he has worked with In the Zone Tennis Camps. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary strategies with access to affiliated and third-party managers.

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

CFP®, ChFC®, Series 63

Battle Creek, MI

Cetera

Mark Yatros is a CFP® and ChFC® with 33 years of industry experience, currently affiliated with Cetera Wealth Services, LLC. He has held prior roles at Ameriprise Financial Services, Inc., Commonwealth Financial Network, and Allegiant Wealth Strategies. Outside of his advisory work, he is involved in divorce planning through Empower Divorce Consulting, which he owns and operates. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services and access to affiliated and third-party money managers.

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