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Gary H

Series 63, Series 66

Lakeway, TX

Cetera

Gary Hassenfratz is a financial advisor at Cetera with 36 years of industry experience. He has been with Cetera Investment Services LLC since 2000 and with Cetera since 2014. His credentials include Series 63 and Series 66 licenses. Outside of his advisory work, he serves as executor of the Charles Hassenfratz estate and holds power of attorney for his parents' Morgan Stanley accounts. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors, employing 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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Edward D

Series 63

Lakeway, TX

Cetera

Edward Deutschlander is a financial advisor at Cetera with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including Securian Financial Services and North Star Resource Group. Outside of his advisory work, he is an author of multiple books and serves on several nonprofit and educational boards, including the American College of Financial Services Board of Trustees and the Macalester College Board of Trustees. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering various portfolio management and financial planning services.

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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Colin P

Series 66

Lakeway, TX

Cetera

Colin Peck is a financial professional with nine years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing Services, Bank of America, Merrill, and DV Trading. In addition to his advisory role, he serves as an executor for a friend. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios, various program structures, 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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Marcus S

Series 66

Lakeway, TX

Cetera

Marcus Stone is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He previously worked at Securian Financial Services, Inc and Minnesota Life Insurance Company for 14 years. Outside of his advisory role, he serves as a board member for the nonprofit Stop Alzheimer's Now and is the owner of Chiseled, LLC, a business focused on expense management. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program options 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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