Billings, MT N. 31st 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
550 N. 31st Street, Suite 530
Billings MT 59101
Advisors at this office
4
Advisors at this office
Tex J
Series 66
Billings, MT
Cetera
Tex Janecek is a financial advisor with Cetera, holding a Series 66 designation and bringing 21 years of industry experience. Prior to joining Cetera, Tex worked at First Financial Equity Corporation for 13 years. Outside of his advisory role, he is a board member of the Montana Safari Club, a nonprofit organization focused on wildlife conservation and hunter education. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting a range of discretionary and non-discretionary program structures.
Steven R
Series 63, Series 65
Billings, MT
Cetera
Steven Rundle is a financial professional with 40 years of industry experience, currently affiliated with Cetera. His prior roles include tenures at UBS Financial Services and First Financial Equity Corporation. He is also associated with FFEC Wealth Partners, where he serves as a financial professional. Cetera Investment Advisers LLC is an SEC-registered firm that offers portfolio management, financial planning, and retirement services through a large nationwide network of independent advisors. The firm serves individual, corporate, charitable, and institutional clients, operating a multi-manager platform with various program structures and custodial relationships.
Megan S
Series 66
Billings, MT
Cetera
Megan Smith is a financial professional with Cetera, holding a Series 66 credential and seven years of industry experience. She has worked with multiple firms, including Sitzman Bonner Wealth Management Group and First Financial Equity Corporation. Outside of her advisory work, she is involved in health and wellness product sales as a distributor for AdvoCare and in the beauty industry with Limelife by Alcone. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and consulting services through a nationwide network of independent advisors.
Rachel B
Series 66
Billings, MT
Cetera
Rachel Bonner is a financial advisor at Cetera with 20 years of industry experience and holds a Series 66 designation. She has worked with several firms including Morgan Stanley, First Financial Equity Corporation, and currently leads her own entities such as The Savvy Wealth Planners and Sitzman Bonner Wealth Management. Outside of advising, she serves as a board member for Aspens Angels Grief Recovery and has involvement in local media appearances with her husband. Cetera is an SEC-registered adviser delivering financial planning, portfolio management, and retirement services through a large network of independent advisors nationwide. The firm supports a wide range of clients including individuals, employer-sponsored plans, and institutional accounts, offering diverse investment programs and multi-manager platform options.
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