Casper, WY East 1st Street Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
600 East 1st Street
Casper WY 82601
Advisors at this office
6
Advisors at this office
Deanna P
PFS™, Series 66
Casper, WY
Cetera
Deanna Pickering is a financial advisor with Cetera, holding the PFS™ and Series 66 designations and bringing 21 years of industry experience. She has worked with several firms, including Avantax Advisory Services and Porter, Muirhead, Cornia & Howard, where she is a shareholder and involved in wealth management. Pickering serves on the board of Central Wyoming Hospice & Transitions, a nonprofit providing comfort care and related services. Cetera Investment Advisers LLC supports a broad client base, including individuals, retirement plans, and institutional accounts, offering a multi-manager platform that features a range of portfolio management options and third-party money manager access.
Kia B
Series 66
Casper, WY
Cetera
Kia Britt is a financial advisor with Cetera, holding a Series 66 credential and one year of industry experience. Her prior roles include positions at PMCH Wealth Advisors, Porter, Muirhead, Cornia & Howard, and teaching appointments at the University of Wyoming. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, 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 with access to various program structures and custodial relationships.
Michael W
Series 66
Casper, WY
Cetera
Michael Weller is a Series 66-licensed financial advisor with six years of industry experience. He currently works at Cetera and operates under the DBAs PMCH Wealth Advisors and Porter, Muirhead, Cornia & Howard, providing wealth management services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a range of program structures.
Matthew W
CFP®, Series 66
Casper, WY
Cetera
Matthew Welsh is a CFP® with five years of industry experience, currently serving as a financial advisor at Cetera. He has held roles with Porter, Muirhead, Cornia & Howard Wealth Advisors and Avantax Insurance Services. Outside of finance, he owns Matt Welsh Photography, providing photography services for events and private clients. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals across wealth levels, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, discretionary and non-discretionary services, and access to third-party money managers.
Brown E
Series 66
Casper, WY
Cetera
Brown Ewing is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. His career includes roles at Avantax Advisory Services and 1st Global Capital, and he is also a shareholder and owner at Porter Muirhead Cornia and Howard CPAs. Outside of advising, he serves on the boards of the Olivia Caldwell Foundation, which supports pediatric cancer research, and the Saint Anthony Tri-Parish School Foundation. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform that incorporates both affiliated and third-party managers.
Tabetha B
Series 66
Casper, WY
Cetera
Tabetha Berge is a Series 66 licensed financial advisor with seven years of industry experience, currently serving at Cetera since 2025. She previously worked with Avantax Advisory Services and 1st Global Advisors. Berge is a member of the board for Wyoming Capital Access, a lender providing SBA 504 loans and business financing options to small businesses in Wyoming. Cetera Investment Advisers LLC is an SEC-registered advisor that operates a multi-manager platform serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to various program structures supported by over 10,000 advisors nationwide.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)