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Lori R

Series 63, Series 66

West Des Moines, IA

Cetera

Lori Ripperger is a financial advisor with Cetera in West Des Moines, IA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has held positions at Cetera since 2025 and previously worked at Cambridge Investment Research Advisors and related firms from 2017 to 2025. Outside her primary role, she also manages client investment portfolios through a separate advisory business, ONEWEALTH. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, employer-sponsored retirement plans, and institutions. The firm offers diversified portfolio management and retirement services through a multi-manager platform with access to affiliated and third-party investment 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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Colin T

Series 66

West Des Moines, IA

Cetera

Colin Tracy is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at Principal Financial Group for five years and has experience with his own firm, Tracy Wealth Management LLC dba OneWealth. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with 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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Casey K

Series 65, Series 63

West Des Moines, IA

Cetera

Casey Kleemeier is a financial advisor at Cetera with Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Cetera, Casey worked at Sammons Institutional Group and held positions at Northwestern College and the City of Winterset. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform 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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