Omaha, NE Pierce Street Office

Team
Updated today
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Cetera

Institution

Firm-wide stats for Cetera

Total advisors

10,197

Across 5,098 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

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

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

Based on Cetera

Occupation focus

Founder/Business Owner Executive

Based on Cetera

Location

12801 Pierce Street, Suite # 300

Omaha NE 68144

Advisors at this office

64

Advisors at this office

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Blake T

Series 66

Omaha, NE

Cetera

Blake Tighe is a financial professional at Cetera with a Series 66 designation and one year of industry experience. He has held roles at Cetera Wealth Services, Renaissance Financial, and Iowa State University. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

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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Nicklaus H

Series 66

Omaha, NE

Cetera

Nicklaus Higgins is a financial advisor at Cetera with eight years of industry experience. He holds a Series 66 designation and has worked at Renaissance Financial Corp. and Minnesota Life, among other firms. Higgins is also active as an insurance agent, selling fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual investors, employer-sponsored 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 with access to both affiliated and third-party managers.

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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Evan H

Series 66

Omaha, NE

Cetera

Evan Honan is a financial advisor at Cetera with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Renaissance Financial Corp, The Iowa State Foundation, and BridgePoint Wealth Advisors, among others. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individual investors, retirement plans, corporate and charitable accounts, and institutional clients. The firm offers diversified investment management and financial planning services through a large network of independent advisors and features multiple program structures and affiliations.

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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Morgan C

Series 66

Omaha, NE

Cetera

Morgan Carr is a financial advisor with Cetera, holding a Series 66 designation and eleven years of industry experience. He has previously worked with Securian Financial Services and Minnesota Life, and operates an independent advisory practice, Renaissance Financial. Carr is also licensed as an insurance agent, focusing on the sale of fixed insurance products. Cetera Investment Advisers LLC is a large nationwide network serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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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Michael P

Series 66

Omaha, NE

Cetera

Michael Palmesano is a financial advisor with Cetera who holds a Series 66 designation. He has one year of industry experience and previously worked with Renaissance Financial and the Beefcake Jerky Co. He completed his education at the University of Nebraska Lincoln. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various investment management and financial planning services through a large network of independent advisors and utilizes multiple program structures and affiliated and third-party managers.

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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Jacob W

Series 66

Omaha, NE

Cetera

Jacob Weber is a financial advisor at Cetera with four years of industry experience and holds the Series 66 designation. His prior work includes roles at Renaissance Financial Corp, Securian Financial Services, Minnesota Life Insurance Company, and TD Ameritrade. Outside of financial services, he is also a tennis coach. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment and advisory services through a multi-manager platform and supports both discretionary and non-discretionary account management.

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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Matthew W

Series 66

Omaha, NE

Cetera

Matthew Wells is a financial advisor with Cetera and holds a Series 66 designation. He has 10 years of experience in the financial services industry, including roles at Renaissance Financial and Minnesota Life. Wells serves as a board member for Southwest Autism Research & Resource Center and Soldier's Best Friend. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.

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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Elizabeth P

CFP®, Series 66

Omaha, NE

Cetera

Elizabeth Pantano is a CFP®-certified financial advisor with 16 years of industry experience. She is currently affiliated with Cetera and has prior experience with Minnesota Life Insurance Company and Securian Financial Services. She is also a member of Renaissance Financial, where she offers securities, insurance, and advisory services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides both discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

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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Tyler H

Series 66

Omaha, NE

Cetera

Tyler Hagedorn is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He has worked at Cetera and its affiliated entities since 2024 and has additional experience officiating basketball games at the high school and college levels. Outside of advising, he serves as a basketball referee for the Nebraska School Activities Association and college basketball games. Cetera Investment Advisers LLC is a nationwide advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and unaffiliated third-party managers.

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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Patrick K

Series 66

Omaha, NE

Cetera

Patrick Kirby is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked at Cetera and its affiliates since 2023 and has been with Renaissance Financial Corp. since 2017. Outside of advisory roles, he is active in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a multi-manager platform.

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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Gage B

Series 66

Omaha, NE

Cetera

Gage Bertucci is a Series 66-credentialed financial professional with one year of industry experience. He is currently with Cetera and has previous experience at Renaissance Financial and several other firms. Outside of his advisory work, he was involved with Mr. Picnic for four years and the Omaha Sports Academy for two years. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with a variety of program options and affiliations.

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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Luke M

CFP®, CFA®, Series 66

Omaha, NE

Cetera

Luke Maddox is a financial advisor with Cetera, holding CFP® and CFA® designations and nine years of industry experience. He has worked at Renaissance Financial since 2017 and has been with Cetera and Cetera Wealth Services since 2023. Outside of his advisory work, Maddox serves as treasurer of the Omaha Pickleball Club. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individual and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary options across a variety of program structures and custodial relationships.

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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Kyle J

Series 63, Series 66

Omaha, NE

Cetera

Kyle Johnson is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked with Renaissance Financial since 2010 and joined Cetera in 2023. In addition to his advisory role, Johnson is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and a multi-manager platform.

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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Ryan D

CFP®, Series 63, Series 66

Omaha, NE

Cetera

Ryan Dethlefs is a financial advisor at Cetera with eight years of industry experience. He holds the CFP® designation and Series 63 and 66 licenses. His prior experience includes roles at Renaissance Financial Corp, Minnesota Life Insurance Company, Securian Financial Services Inc, and TD Ameritrade. He is also active as an insurance agent, selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services across multiple program structures and custodial relationships.

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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Christine I

Series 63, Series 65, Series 66

Omaha, NE

Cetera

Christine Insinger is a financial advisor with Cetera who holds Series 63, 65, and 66 registrations and has 35 years of industry experience. She has worked at Cetera since 2023 and has been involved with Renaissance Financial and Marcotte Insurance since 2015 and 2000, respectively. Insinger also serves as an insurance agent providing fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services, with a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
View complete list of advisors at this office
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