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David S

ChFC®, Series 63

Dallas, TX

Cetera

David Stewart is a financial advisor with Cetera in Dallas, TX, holding the ChFC® designation and Series 63 license, and has 30 years of industry experience. His career includes roles at Cetera Wealth Services, Summit Financial Group, Allstate Insurance, and State Farm. Outside of advising, he serves on the board of the nonprofit Cars for Kids and is an elected board member of the Deadwood Hunting Club. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services across multiple program platforms and custodial relationships.

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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Jeffrey W

Series 66

Dallas, TX

Cetera

Jeffrey Waller is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at Edward Jones, Allstate Insurance Company, Voya Financial Partners, and Epic Insurance Group. Outside of his advisory work, he owns a business providing credit card services to small local businesses. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform with both discretionary and non-discretionary program options.

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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Dale Y

Series 63, Series 65

Dallas, TX

Cetera

Dale Young is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has worked with firms including Summit Capital Ventures, Inc. and Cetera Wealth Services, LLC. Outside of his advisory role, he serves on the boards of several nonprofit organizations, including Methodist Health Systems and regional business councils. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base ranging from individual investors to institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to 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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Dan S

Series 66

Dallas, TX

Cetera

Dan Seeds Jr. is a financial advisor with Cetera based in Dallas, TX, holding a Series 66 license and bringing 18 years of industry experience. His prior roles include positions at Northwestern Mutual and BOK Financial Securities. Outside of his financial services career, he coaches a club volleyball team. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts, offering discretionary and non-discretionary portfolio management through a multi-manager platform with access to 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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