Baton Rouge, LA Jamestown Blvd 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
15015 Jamestown Blvd Suite 100
Baton Rouge LA 70810
Advisors at this office
7
Advisors at this office
Joseph M
Series 63, Series 66
Baton Rouge, LA
Cetera
Joseph Muniz Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His career includes roles at Cetera Advisors LLC and OneAmerica Securities, Inc., among others. He is involved in organizing a fundraising golf tournament as a director of Patriots of Scholars. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supported by a large nationwide network of advisors.
Robert B
Series 66
Baton Rouge, LA
Cetera
Robert Burke is a financial professional with Cetera who holds a Series 66 credential and has four years of industry experience. He has been affiliated with Cetera and related entities since 2021. Outside of his advisory role, Burke is a co-author of a book focused on the stages of a Major League Baseball career and serves as a board member for a homeowners association and a business networking organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services while providing access to multiple investment managers and program structures.
Colby B
Series 66
Baton Rouge, LA
Cetera
Colby Barnett is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. He has been associated with Cetera Advisors LLC since 2013 and holds compliance director roles at multiple affiliated entities. Barnett also serves as a board member for his local homeowners association. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.
William B
Series 66
Baton Rouge, LA
Cetera
William Bush is a financial advisor with Cetera, holding a Series 66 credential and 11 years of industry experience. He has been associated with Cetera Advisors LLC since 2015 and operates his own video production business alongside his advisory work. Bush is also a co-author and content creator for Horizon Media, a division of Horizon Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diverse portfolio management and consulting services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.
Andrew B
Series 63
Baton Rouge, LA
Cetera
Andrew Bush is a financial advisor with Cetera, holding a Series 63 credential and bringing 26 years of industry experience. He has been affiliated with Cetera Advisors LLC since 2013 and joined Cetera in 2024. Outside of his advisory role, he is a member of an LLC that operates a fitness center and serves as a hearing committee member for the Louisiana Attorney Disciplinary Board. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides various portfolio management and financial planning services, with over $256 billion in assets under management and a network of more than 10,000 advisors.
Peter B
CFP®, Series 63, Series 65
Baton Rouge, LA
Cetera
Peter Bush is a CFP® with 35 years of industry experience, currently serving as a financial advisor with Cetera. His prior roles include positions at Horizon Wealth Management and HFG Holdings. Outside of advisory work, he is an author and content creator involved with Horizon Media, producing books, podcasts, and videos. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with options spanning automated allocations to bespoke strategies.
Clint G
CFP®, Series 66
Baton Rouge, LA
Cetera
Clint Gautreau is a CFP® professional with 12 years of industry experience, currently affiliated with Cetera. He has been associated with Cetera Advisors LLC and Horizon Wealth Management since 2013. His outside activities include serving as a financial advisor for several entities operating under the Horizon Wealth Management umbrella. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and custodial relationships.
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