Bend, OR SW Columbia Street 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
300 SW Columbia Street, Suite 201
Bend OR 97702
Advisors at this office
3
Advisors at this office
Brian N
Series 66
Bend, OR
Cetera
Brian Newton is a financial advisor at Cetera with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Avantax Investment Services and 1st Global Advisors. He is also a partner at Jones & Roth, P.C., a Certified Public Accounting firm, and serves as an advisory board member for Junior Achievement of Oregon & SW Washington, contributing to educational programs in finance and business for students. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.
Evan D
Series 66
Bend, Or, Usa, 97, OR
Cetera
Evan Dickens is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. He has worked at Cetera since 2025 and previously spent significant time at Avantax and 1st Global Advisors. In addition to his advisory role at Cetera, he provides financial services through Jones & Roth, P.C., where he has been involved since 2004. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a diverse range of portfolio management and consulting services, including access to third-party money managers and multiple program structures.
Jordan D
Series 66
Bend, OR
Cetera
Jordan Dawley is a financial advisor at Cetera with a Series 66 designation and four years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and Avantax Investment Services Inc. from 2022 to 2025. Dawley also serves as the Audit Chair for the Bend chapter of the Risk Management Association and has a background in tax and employee benefit plan audit services through his role at Jones & Roth, P.C. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and consulting services, supporting both discretionary and non-discretionary investment strategies.
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