Newburgh, IN 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
8988 Ruffian Ln
Newburgh IN 47630
Advisors at this office
4
Advisors at this office
Kenton C
Series 66
Newburgh, IN
Cetera
Kenton Cottrell is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He has worked at Cetera Wealth Services, Shoemaker Financial, and Securian Financial Services, among other firms. In addition to his advisory work, he is involved in fixed insurance sales through Shoemaker Financial. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party money managers.
Cleo H
CFP®, Series 63
Newburgh, IN
Cetera
Cleo Holder is a CFP®-designated financial advisor with 43 years of industry experience, currently associated with Cetera. He has held positions at Shoemaker Financial Advisors and Minnesota Life Insurance company, among others. In addition to his advisory work, Holder is the owner of an accounting firm and serves on the board of a local preschool. Cetera Investment Advisers LLC is a large nationwide network of independent advisors serving a broad client base, including 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 that includes affiliated and third-party model portfolios, discretionary and non-discretionary account management, and various program structures.
Weston S
Series 66
Newburgh, IN
Cetera
Weston Stewart is a Series 66–licensed financial advisor with four years of industry experience, currently affiliated with Cetera in Newburgh, Indiana. His prior roles include positions at Securian Financial Services, Minnesota Life Insurance, and Allstate. Outside of his advisory work, Stewart is actively involved in several nonprofit boards, including the Kentucky Genealogical Society and the Posey County Community Foundation, and he is a self-published author of two books. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts, offering diversified portfolio management and retirement services through a nationwide network of independent advisors. The firm provides a multi-manager platform that allows for flexible investment strategies, including model portfolios, third-party managers, and bespoke approaches.
Brenda M
CFP®, Series 63
Newburgh, IN
Cetera
Brenda Miller is a CFP® professional with 45 years of experience in the financial industry. She currently works at Cetera and has a background including roles at Securian Financial Services and Minnesota Life Insurance Company. In addition to her advisory work, she is involved in fixed insurance sales through Shoemaker Financial Advisors. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporations, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and custodial relationships.
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