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Anthony W

PFS™

Grand Forks, ND

Cetera Planning Partners

Anthony Weisser is a PFS™ credentialed advisor with one year of industry experience. He is currently with Cetera Planning Partners and has prior experience at Avantax Planning Partners, Inc. and Brady, Martz & Associates, P.C., where he has been since 2007. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm provides ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning through third-party providers, and utilizes a diversified investment approach based on client objectives and risk tolerance.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Lance R

PFS™

Grand Forks, ND

Cetera Planning Partners

Lance Rambousek is a financial advisor at Cetera Planning Partners with one year of industry experience. He holds the PFS™ designation and has worked previously at Avantax Planning Partners and Brady, Martz & Associates, P.C. for 16 years. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and offers comprehensive financial planning, investment management, and retirement-related advice. The firm integrates tax planning, bookkeeping, and estate-planning services with a diversified investment approach tailored to clients’ objectives and risk tolerance.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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