Columbus, IN State St 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
3038 State St
Columbus IN 47201
Advisors at this office
4
Advisors at this office
Dylan R
Series 66
Columbus, IN
Cetera
Dylan Russell is a financial professional at Cetera with six years of industry experience and holds a Series 66 designation. He is owner of Integrity Wealth Management, a financial services firm, and also serves as a financial professional at Integrity Life & Health, where he is involved in the sale and service of fixed insurance products. Prior to his current roles, he has worked at multiple firms, including Cetera Advisors LLC and Russell Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and a suite of affiliated services.
Christopher B
Series 66
Columbus, IN
Cetera
Christopher Burnett is a financial advisor at Cetera with nine years of industry experience. He holds the Series 66 credential and has worked at Cetera and its affiliates since 2019, as well as managing Burnett Wealth Management LLC since 2022. Burnett serves as a deacon board member for the First Baptist Church of North Vernon. Cetera Investment Advisers LLC is a large SEC-registered firm offering advisory services through a nationwide network of over 10,000 independent advisors. Its platform supports a range of clients including individuals, retirement plans, and institutional accounts, providing portfolio management, financial planning, and access to multiple investment strategies and third-party managers.
Scott O
Series 63, Series 65
Columbus, IN
Cetera
Scott Oliphant is a financial professional with 24 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has held roles at Integrity Wealth Management and Russell Wealth Management. Outside of finance, he is involved in beekeeping and operates honey-related businesses including Oliphant Family Farms. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies and a large nationwide network of independent advisors.
Justin O
Series 66
Columbus, IN
Cetera
Justin Oliphant is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. His background includes roles at Integrity Wealth Management, Cetera Advisors, and service in the US Navy from 2011 to 2019. Outside of his advisory work, he serves as treasurer for Grace Baptist Church of North Vernon and works as an event coordinator for The Castle Games LLC, a game store. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment management and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering various portfolio management strategies and program options supported by a large nationwide network of independent advisors.
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