Naperville, IL South Webster Street Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

2

Of 10,209 advisors across 5,116 offices

Location

29 South Webster Street, Suite 300

Naperville IL 60540

Advisors at this office

2

Advisors at this office

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Richard E

Series 63, Series 65

Naperville, IL

Cetera

Richard Elder is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera since 2004. In addition to his advisory roles, he is a certified public accountant with extensive experience in tax preparation and accounting, and he serves as a board member of a nonprofit bakery. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing access to both affiliated and unaffiliated investment solutions.

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

Series 66

Naperville, IL

Cetera

Justin Elder is a financial advisor at Cetera with seven years of industry experience and a Series 66 designation. He has held roles at multiple firms since 2019, including Elder Wealth Management, LLC, and currently serves as a member of Brightpoint Financial LLC. Outside of financial services, he owns Chicago Game Night, an event planning business, and serves on the boards of Moose & Me Baking Company, a nonprofit employing adults with disabilities, and Front Porch Ministries. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a nationwide network of independent advisors. The firm serves a diverse client base and offers a multi-manager platform with a range of portfolio management and retirement services.

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