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Mary M

Series 66

Sioux Falls, SD

Cetera

Mary Mullen is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. She previously worked at Avantax Investment Services and 1st Global Capital and is also the owner of KMWF & Associates, PC, a tax and accounting firm where she serves as a certified public accountant. In addition, she is the treasurer and a board member of the Carroll Institute, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes 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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Nordell G

Series 63, Series 65

Sioux Falls, SD

Cetera

Nordell Griebel is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Avantax Investment Services and 1st Global Advisors and is also president of KMWF & Associates, PC, a tax and accounting firm. Outside of his advisory work, he serves as treasurer of an intensive occupational therapy organization and acts as trustee for several family trusts. Cetera Investment Advisers LLC is a multi-manager platform serving individual, corporate, and institutional clients nationwide, offering a range of portfolio management and financial planning services through a network of over 10,000 advisors.

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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Teri E

CFP®, Series 63, Series 65

Sioux Falls, SD

Cetera

Teri Eddy is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Cetera. She has previously worked at Avantax Advisory Services and 1st Global Advisors. Outside of her advisory role, she owns and operates an automatic car wash through Quartzine Investors, LLC. Cetera Investment Advisers LLC is a nationwide firm providing portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of investment programs and over $256 billion in assets under management.

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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