Corvallis, OR NW Professional Dr 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
2338 NW Professional Dr
Corvallis OR 97330
Advisors at this office
3
Advisors at this office
Ryan M
Series 66
Corvallis, OR
Cetera
Ryan Mendenhall is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has held roles at Avantax Advisory Services and Tax & Wealth Management, LLP, where he also provides tax preparation, consulting, and estate planning services. Additionally, Mendenhall is a commissioned notary public. Cetera Investment Advisers LLC is an SEC-registered firm 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, featuring both discretionary and non-discretionary program options.
David M
PFS™, Series 66
Corvallis, OR
Cetera
David Mendenhall is a financial advisor at Cetera with 26 years of industry experience. He holds the PFS™ and Series 66 credentials and has a background that includes extensive work in accounting and tax preparation through his leadership roles at Tax & Wealth Management LLP and David Mendenhall CPA PC. Outside of his advisory work, he has served as a pyrotechnician for occasional fireworks shows. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients nationwide through a network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform that provides access to both affiliated and third-party money managers across various program structures.
William H
Series 66
Corvallis, OR
Cetera
William Heck is a financial advisor at Cetera with 17 years of industry experience. He holds a Series 66 designation and has worked extensively in tax preparation and wealth management through his ownership and partnership roles in several related firms. Outside of his advisory work, Heck serves as Treasurer for the Mickey Riley Foundation, a nonprofit organization where he assists with budgeting and fundraising. Cetera Investment Advisers LLC provides a broad range of portfolio management and financial planning services to individual, corporate, charitable, and institutional clients via a nationwide network of independent advisors. The firm offers multiple program structures and investment options, including model portfolios, third-party managers, and bespoke strategies.
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