Edina, MN Ohms Lane Office

Team
Updated today
Cetera logo

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

7301 Ohms Lane, Suite 460

Edina MN 55439

Advisors at this office

10

Advisors at this office

user avatar

Daren K

Series 63, Series 65

Edina, MN

Cetera

Daren Koppendrayer is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 17 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Foresters Financial and Foresters Advisory Services. He also maintains ownership of Koppendrayer S Corp for tax purposes and is involved with the CCS Educational Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and investment approaches.

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

Mark N

CFP®, Series 66

Edina, MN

Cetera

Mark Nakamitsu is a CFP®-designated financial advisor with 24 years of industry experience. He is currently with Cetera, where he has worked since 2022, and previously was employed at Fidelity Personal and Workplace Advisors from 2014 to 2022. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets across more than 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

Andrew K

Series 66

Edina, MN

Cetera

Andrew Koetter is a Series 66-licensed financial advisor with eight years of industry experience, currently with Cetera Investment Advisors LLC. His prior roles include positions at LPL Financial LLC, Focus Financial Network Inc., and American Heritage National Bank. Outside of advising, he has involvement in tax preparation and accounting services through Wochnick Tax Services. Cetera Investment Advisors LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a comprehensive range of portfolio management and financial planning services through various program structures and manager platforms.

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

Derrick D

ChFC®, Series 63, Series 65

Edina, MN

Cetera

Derrick Damm is a financial advisor with Cetera in Edina, MN, holding ChFC®, Series 63, and Series 65 designations and bringing 24 years of industry experience. He previously worked at Foresters Financial and Foresters Investors Advisory Services, LLC before joining Cetera in 2019. He also serves as a trustee for the D&D Voehl Trust. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with over 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
user avatar

Robert L

Series 63

Edina, MN

Cetera

Robert Liddle is a financial advisor with Cetera and holds a Series 63 designation. He has 31 years of industry experience, including prior roles at Foresters Financial and Foresters Investors Advisory Services. He is the sole owner of Liddle Consulting, a separate business entity for tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions, offering a range of portfolio management and financial planning services through a large network of independent advisors.

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

Landon V

Series 63, Series 66

Edina, MN

Cetera

Landon Vath is a financial advisor with Cetera in Edina, MN, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His career includes over three decades at Foresters Financial Services before joining Cetera in 2019. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual clients across wealth levels, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party model portfolios.

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

Andrew K

Series 63, Series 65

Edina, MN

Cetera

Andrew Karlson is a financial advisor with Cetera in Edina, MN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Cetera since 2019 and previously spent 17 years at Foresters Financial. Outside of his advisory work, Karlson is the owner of Karlson Corporation, a personal tax planning business, and serves as treasurer for a youth sports organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and customized strategies, managing over $256 billion in assets.

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

Sylvester T

Series 63, Series 65

Edina, MN

Cetera

Sylvester Thomas Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 43 years of industry experience. His prior work includes roles at Foresters Financial Services and Securian Financial Services, Inc. Outside of his advisory work, he is involved in managing rental property. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a multi-manager platform.

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

Brianna M

Series 66

Edina, MN

Cetera

Brianna Mcclain is a Series 66 registered advisor with 15 years of industry experience. She is currently with Cetera and has previously worked at Equitable Advisors and Axa Advisors. Mcclain is also the owner of Grey Duck Wealth Management, a DBA for her Cetera business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm provides a multi-manager investment platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

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

Bret L

Series 63, Series 66

Edina, MN

Cetera

Bret Larson is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Cetera and its related entities since 2019. Prior to that, he was with Foresters Financial Services and its affiliates from 2004 to 2019. He is also a 50% owner and serves as secretary/treasurer of Karlson Larson Financial Group LLC, an entity established to define succession of his advisory practice. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management services and access to both affiliated 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
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)