Chesterfield, MO Conway Road Office

Team
Updated today
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Cetera

Institution

Firm-wide stats for Cetera

Total advisors

10,190

Across 5,084 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

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

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Based on Cetera

Occupation focus

Founder/Business Owner Executive

Based on Cetera

Location

15455 Conway Road, Suite 222

Chesterfield MO 63017

Advisors at this office

5

Advisors at this office

user avatar

Michael T

Series 63, Series 65

Chesterfield, MO

Cetera

Michael Thiel is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He previously worked at First Allied Securities, INC. and First Allied Advisory Services, INC. before joining Cetera in 2022. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Brett S

Series 66

Chesterfield, MO

Cetera

Brett Siebert is a financial advisor at Cetera with Series 66 credentials and two years of industry experience. He has held multiple roles within Cetera and its affiliates since 2022 and has been involved with the Chesterfield Chamber of Commerce in several capacities. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Kurt Z

Series 63, Series 65

Chesterfield, MO

Cetera

Kurt Zoeller is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including First Allied and First Financial Planners. Beyond advising, he is involved in insurance businesses and serves as a successor trustee for family trusts. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program platforms and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Robert T

Series 63, Series 65

Chesterfield, MO

Cetera

Robert Thiel is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has worked with firms including Cetera Advisors LLC, First Allied Advisory Services, and FFP Securities, and operates his own business, Thiel Financial LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, 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, overseeing more than $256 billion in assets across over 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Phillip P

Series 63, Series 65

Chesterfield, MO

Cetera

Phillip Pisciotta is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include long-term service at First Allied Advisory Services and First Allied Securities. Outside of his advisory work, he is the owner of CHIM, LLC, a holding company, and is also involved in insurance as an agent for fixed, life, health, and property and casualty policies. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering portfolio management, financial planning, and access to third-party money managers. The firm supports a range of program options and investment authorities, managing over $256 billion in assets with more than 10,000 advisors nationwide.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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