Camarillo, CA Rosewood Ave 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
340 Rosewood Ave, Suite H
Camarillo CA 93010-5927
Advisors at this office
3
Advisors at this office
Kristofer P
Series 63, Series 66
Camarillo, CA
Cetera
Kristofer Pettit is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms including Girard Securities, Summit Brokerage Services, and First Allied Securities. Outside of advising, he is an insurance agent selling life and long-term care products and serves as a trustee for a spousal lifetime access trust. Cetera Investment Advisers LLC is a nationwide multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, allowing advisors to implement model portfolios, select third-party managers, or create customized strategies.
Karen K
Series 63
Camarillo, CA
Cetera
Karen Kinrose is a financial advisor with Cetera, holding a Series 63 designation and 32 years of industry experience. She has been with Cetera Wealth Services, LLC since 2013 and joined Cetera in 2023. Outside of her advisory role, she is involved with Sage Scholars, Inc., an organization that facilitates tuition reduction programs with private colleges and universities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary account management.
James B
Series 63
Camarillo, CA
Cetera
James Bruckner is a financial advisor at Cetera with 36 years of industry experience. He holds a Series 63 designation and has worked at Avantax entities from 1989 to 2025 before joining Cetera in 2025. Outside of his advisory role, he serves as treasurer for the Ventura Improv Company, a local theater group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform with various program options and custodial relationships.
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