Clinton, OK 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
501 Gary Blvd
Clinton OK 73601
Advisors at this office
3
Advisors at this office
Dakota B
Series 66
Clinton, OK
Cetera
Dakota Brewer is a financial advisor with Cetera who holds a Series 66 designation and has four years of industry experience. Prior to joining Cetera, he held various roles including operational and leadership positions at educational and community organizations. He serves as treasurer and board member for Future Leaders of Oklahoma and is operations director and a 50% owner of White Stag Land Co. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and a range of program options, supported by over 10,000 advisors and $256 billion in assets under management.
David D
Series 66
Clinton, OK
Cetera
David Davis II is a Series 66-credentialed financial advisor with 27 years of industry experience. He has been associated with Cetera since 1999 and also operates as a CPA through his sole proprietorship. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. 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 managers.
Kenneth B
Series 66
Clinton, OK
Cetera
Kenneth Baker is a financial advisor at Cetera with 27 years of industry experience and holds a Series 66 designation. He has worked with Cetera Investment Services since 1999 and has a background in banking dating back to 1982. Outside of advising, he serves as chairman of the Clinton Economic Development Authority and is a liaison on the Clinton Hospital Board. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.
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