Holland, MI S Waverly Rd 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
460 S Waverly Rd
Holland MI 49423
Advisors at this office
7
Advisors at this office
Jensen P
CFP®, Series 63, Series 66
Holland, MI
Cetera
Jensen Postema is a CFP® professional with seven years of industry experience, currently affiliated with Cetera. His prior work includes roles at Edward Jones and operating his own firm, Advisory Alpha LLC. Jensen is also involved with Delong & Brower PC, a registered investment-related business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform incorporating both affiliated and third-party strategies.
Luke D
Series 66
Holland, MI
Cetera
Luke De Boer is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has worked at firms including The Huntington Investment Company and Equitable Advisors, LLC. Outside of his advisory work, De Boer serves as a part-time referee for a local soccer league. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes 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 affiliated and third-party investment strategies.
Tami W
Series 63, Series 65
Holland, MI
Cetera
Tami Wondergem is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and seven years of industry experience. She has held positions at multiple firms including Equitable Advisors, Securities America, and My Personal Credit Union. In addition to her advisory role, she is licensed to offer health and Medicare insurance through the Buursma Agency. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment and financial planning services to individuals, retirement plans, corporations, charities, and institutional clients. The firm operates a multi-manager platform offering various portfolio management options and serves over 800,000 clients through more than 10,000 advisors nationwide.
Charles B
Series 63, Series 65
Holland, MI
Cetera
Charles Brower is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He is also a shareholder in Delong & Brower P.C., a CPA firm, and serves as treasurer for the nonprofit Lakeshore Rescue Mission. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with diverse program options and custodial relationships.
Spencer B
Series 63, Series 65
Holland, MI
Cetera
Spencer Bacon is a financial advisor with Cetera Investment Advisers LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at multiple firms, notably DeLong & Brower P.C. where he has been a registered representative and operations manager since 2014. Outside of his advisory work, he is involved in a health insurance agency providing individual and group health insurance as well as HR support and wellness services. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform. The firm offers a range of portfolio management, financial planning, and consulting services, combining both discretionary and non-discretionary approaches and access to various third-party managers.
Joel J
Series 63, Series 65
Holland, MI
Cetera
Joel Johnson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been affiliated with multiple firms, including Farpointe Wealth Advisors and DeLong & Brower Financial Services, and serves as an area representative promoting financial literacy programs through Crown Financial Ministries. Johnson is also involved in an online coaching program for individuals and businesses through TSMNA LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a nationwide network of independent advisors. The firm offers diversified portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party investment options.
Anna D
CFP®, Series 66
Holland, MI
Cetera
Anna De Boer is a CFP® professional affiliated with Cetera, with two years of industry experience. She has held positions at multiple financial firms, including Raymond James Financial Services and Stifel Nicolaus. Outside of her advisory work, De Boer is involved in paraplanning and administrative roles at Kapteyn Wealth Partners and The Kapteyn Group Financial Partners. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with diverse program options and over $256 billion in assets under management.
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