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Rachel L

Series 63, Series 65

Johnston, IA

Cetera

Rachel Loxterman is a financial advisor at Cetera with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera Wealth Services, Summit Financial Group, Summit Brokerage Services, and Coleman Quiner Ltd, where she is also President and Director. In addition to her advisory role, she serves as the bookkeeper and administrator for the Toy Box Storage Condominium Owner's Association and is a licensed notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporations, charitable clients, and 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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