Aurora, CO Office
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Cetera
Institution
Firm-wide stats for Cetera
About
Cetera Investment Advisers LLC is an SEC‑registered adviser that distributes its services through a large nationwide network of independent advisors and serves individuals (both non‑HNW and high‑net‑worth), employer‑sponsored retirement plans, corporate and charitable clients, and institutional accounts. Its offerings include discretionary and non‑discretionary portfolio management, financial planning and consulting, ERISA 3(21) and 3(38) retirement services, wrap and non‑wrap program platforms, and access to third‑party money managers.
The firm operates as a multi‑manager platform in which advisors may implement model portfolios provided by an affiliated manager (CIM), select unaffiliated third‑party managers, or construct bespoke strategies; program options range from automated InvestPath allocations to direct indexing, private client overlays, and unified managed accounts. Accounts are run under a mix of discretionary and non‑discretionary authorities and across multiple program structures and custodial relationships, with ongoing supervision and annual client reviews described in the ADV.
Notable features include scale — the ADV reports over $256 billion in assets under management, more than 10,000 advisors and roughly 800,000 clients — and a suite of affiliations (an affiliated trust company, affiliated model provider, strategic fund and ETP partner arrangements, and cash‑sweep programs) that shape product availability and revenue flows. The ADV also discloses recent regulatory settlements with the SEC (described in 2021, 2022 and 2024) and identifies an affiliation with a municipal advisor, both of which prospective clients should review alongside the brochure’s descriptions of revenue‑sharing, sweep arrangements and other program‑level conflicts of interest.
Based on Cetera
Expertise
Based on Cetera
Location
Aurora CO
Advisors at this office
3
Advisors at this office
Gerald G
Series 63, Series 65
Aurora, CO
Cetera
Gerald Graham Sr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked with Cetera and affiliated firms since 2013 and is also involved with Timberline Wealth Management and The Timberline Group. Outside of advising, he serves as vice president on the board of Athletic Ones, a nonprofit supporting student athletes with type 1 diabetes, and volunteers with the SIFMA Foundation’s Invest It Forward program as a teacher and judge for a national essay competition. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and program structures, supporting both discretionary and non-discretionary services.
Dana W
Series 63, Series 65
Aurora, CO
Cetera
Dana Weddle is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining Cetera in 2025, Weddle spent eight years with Avantax in various advisory and insurance roles. Outside of the financial industry, Weddle owns and operates a bakery specializing in bundt cakes. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform that provides access to both affiliated and third-party managers, covering diverse investment strategies and program structures.
Gerald G
Series 66
Aurora, CO
Cetera
Gerald Graham Jr. is a Series 66-licensed financial advisor at Cetera with eight years of industry experience. He has held various roles at Cetera and its affiliated entities since 2015 and is also co-owner of The Timberline Group, LLC. Outside of finance, he is the owner and author of Gray Home Books and serves as a spokesperson for the nonprofit Beyond Type 1, which focuses on Type 1 diabetes awareness and education. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform. The firm offers a range of portfolio management and financial planning services utilizing both affiliated and third-party managers.
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