Baton Rouge, LA United Plaza Blvd Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

7

Of 10,217 advisors across 5,122 offices

Location

8550 United Plaza Blvd, Ste 108

Baton Rouge LA 70809

Advisors at this office

7

Advisors at this office

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Eric H

Series 63, Series 66

Baton Rouge, LA

Cetera

Eric Hefte is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Cetera since 2019 and previously worked with Foresters Advisory Services and Foresters Financial. Outside of his financial advisory work, Hefte is also an artist who sells paintings and sculptures. Cetera Investment Advisers LLC serves a broad client base including individual investors, 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 access to affiliated and third-party managers, various program structures, and custodial relationships.

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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Michael C

Series 63, Series 65

Baton Rouge, LA

Cetera

Michael Chalaron is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Cetera in 2019, he worked at Foresters Financial and Foresters Advisory Services, and he also spent four years with The Princeton Review. Outside of his advisory work, he delivers Walmart orders part-time and serves as power of attorney for his father. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of advisors, employing multiple program structures 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

Chad A

Series 63, Series 65

Baton Rouge, LA

Cetera

Chad Aucoin is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has worked at Edward Jones for 10 years before joining Cetera Investment Advisors LLC and Cetera Investment Services LLC in 2026. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program options and third-party money managers.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management Passive / index investing Founder/Business Owner Executive
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Dannie C

Series 66

Baton Rouge, LA

Cetera

Dannie Cox is a financial advisor at Cetera with eight years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2019, Cox worked at First Command Financial Planning and also served as a substitute teacher for the Caddo Parish School Board. Cox is a member of the board of directors for Valor Gymnastics/Valor Strong Foundation. Cetera Investment Advisers LLC is a national SEC-registered firm serving a broad client base including individuals, retirement plans, corporations, charities, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform, with over $256 billion in assets under management and more than 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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Mary E

Series 63, Series 65

Baton Rouge, LA

Cetera

Mary Ewen is a financial advisor at Cetera with 11 years of industry experience. She has held roles at Cetera and its affiliate since 2019 and previously worked at Foresters Financial for five years. She holds the Series 63 and Series 65 designations. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a network of independent advisors, utilizing multiple investment strategies and program structures.

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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Jared M

Series 65, Series 63

Baton Rouge, LA

Cetera

Jared Mire is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. He has been with Cetera since 2019 and has also worked with Foresters Financial Services since 2004. Outside of his advisory role, Mire serves as the head coach for the PARDS Soccer Club, managing team practices and organizing games. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary investment programs supported by over 10,000 advisors and managing more than $256 billion in assets.

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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Dana B

Series 63, Series 65

Baton Rouge, LA

Cetera

Dana Barrett is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. She has been with Cetera and its affiliated entities since 2019 and previously worked at Foresters Financial and Foresters Advisory Services from 1988 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored plans, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management approaches and serves over 10,000 advisors managing approximately $256 billion in assets.

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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