Bella Vista, AR 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
Bella Vista AR
Advisors at this office
3
Advisors at this office
Mark L
Series 63, Series 65
Bella Vista, AR
Cetera
Mark Labash is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services and has operated his own tax and financial consulting business since 1995. Outside of his advisory role, he serves as president of the Mountain View Estates Homeowners Association in Chatsworth, CA. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and a network of more than 10,000 advisors.
Max S
Series 63, Series 65
Bella Vista, AR
Cetera
Max Scholfield is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at First Allied Advisory Services and FIRST Allied Securities. Outside of advising, he is involved as an inventor, a partner in a fishing retail business, and serves as vice president on the board of a local fishing and conservation club. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Jennifer S
Series 63, Series 65
Bella Vista, AR
Cetera
Jennifer Scholfield is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 14 years of industry experience. She has worked with Cetera and its affiliated firms since 2011 and is a partner at Scholfield Wealth Management. Outside of financial advising, she is involved in a retail fishing business and pursues artistic activities. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and consulting services and supports multiple investment program structures and custodial relationships.
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