Cottage Grove, OR 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
1807 E Main St
Cottage Grove OR 97424
Advisors at this office
3
Advisors at this office
Troy W
Series 66
Cottage Grove, OR
Cetera
Troy Wilson is a financial advisor at Cetera with 22 years of industry experience and holds a Series 66 designation. He has been affiliated with Cetera Wealth Services since 2013 and currently owns Hearthstone Wealth Management, a financial services business. In addition to his advisory work, he serves as an insurance agent offering fixed life and annuities. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures through a nationwide network of over 10,000 advisors.
Ann W
CFP®, Series 63
Cottage Grove, OR
Cetera
Ann White is a CFP® with 28 years of industry experience, currently working with Cetera in Cottage Grove, OR. She has held roles at Cetera Wealth Services, LLC and Hearthstone Wealth Management and is involved in local nonprofit leadership as president of the Cottage Grove Community Foundation board and co-chair of the Rotary Club of Cottage Grove. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.
Allen J
Series 66
Cottage Grove, OR
Cetera
Allen Jones is a financial professional at Cetera with 11 years of industry experience. He holds a Series 66 designation and previously worked at ANN M WHITE CFP INC for nine years. Jones is active in his community, serving in leadership roles at the Cottage Grove Masonic Lodge and Elk Lodge, and he also holds a notary public position. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.
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