Eugene, 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
Eugene OR
Advisors at this office
3
Advisors at this office
Christopher B
Series 63, Series 65
Eugene, OR
Cetera
Christopher Bones is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and its affiliates since 2019, following prior roles at Summit Financial Group, Summit Brokerage Services, and Ameriprise. Outside of his advisory work, he serves as president of a local elementary school PTA, overseeing its day-to-day operations. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, leveraging multiple program structures and third-party managers to provide diverse investment solutions.
Colleen W
CFP®, Series 66
Eugene, OR
Cetera
Colleen Wallace is a CFP® with 12 years of industry experience, currently affiliated with Cetera. She has previously worked with Avantax Insurance Services, LLC and Avantax Advisory Services. Outside of her advisory role, she owns and operates CorLux Financial, a firm providing tax services, financial planning, investment, and insurance services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services across various program structures and custodial relationships.
Lucas H
Series 66
Eugene, OR
Cetera
Lucas Hessel is a financial professional with one year of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and maintains a financial services business under the name Pete's Mt Wealth Management, where he manages client communications and administrative duties. Prior to his current role, he held various positions including at California Pizza Kitchen and several educational institutions. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to affiliated and third-party managers.
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