Marshfield, WI Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
1001 N Central Avenue
Marshfield WI 54449
Advisors at this office
5
Advisors at this office
Scott W
Series 63, Series 65
Marshfield, WI
Cetera
Scott Wucherpfennig is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has worked at several firms including Cetera, Woodbury Financial Services, OSAIC, and Forward Financial Bank. Scott serves on the board of Opportunity Development Centers. Cetera Investment Advisers LLC is an SEC-registered adviser providing services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through multiple program structures and custodial relationships.
Marisa S
Series 66
Marshfield, WI
Cetera
Marisa Steinbach is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Woodbury Financial Services and OSAIC. She has also served as a guest speaker on financial education for the Unified School District of Marshfield and the Marshfield Area Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.
Aaron S
Series 66
Marshfield, WI
Cetera
Aaron Schneider is a financial advisor at Cetera with four years of industry experience. He holds the Series 66 designation and has previously worked at OSAIC, Woodbury Financial Services Inc, and Forward Investment Services. Prior to entering the financial industry, he spent nine years in full-time education. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create custom strategies across various program structures and custodial relationships.
Angela D
Series 63, Series 66
Marshfield, WI
Cetera
Angela Denk is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and six years of industry experience. Her prior roles include positions at Forward Bank, OSAIC, Woodbury Financial Services, Thrivent Financial, and Marshfield Insurance Agency. She serves on the board of directors for the Marshfield Area YMCA. Cetera Investment Advisers LLC provides a multi-manager platform serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors.
Camren D
Series 66
Marshfield, WI
Cetera
Camren Dennee is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera, Dennee worked at Forward Bank and Northwestern Mutual, and has experience in manufacturing and retail. Outside of finance, Dennee has worked at Fox Hollow Golf Course. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, corporate, charitable, institutional, and retirement plan clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and investment options.
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.
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”)