Plano, TX 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
Plano TX
Advisors at this office
4
Advisors at this office
Brian R
Series 63, Series 66
Plano, TX
Cetera
Brian Ratcliff is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 30 years of industry experience. His prior roles include positions at VOYA Financial Advisors and operating his own firm, Ratcliff Financial Services, since 1991. Outside of advising, he is involved with Heights Baptist Church as Vice Chair and Chair of Deacons and organizes charity car shows to support local food pantry initiatives. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, enabling advisors to implement model portfolios, select third-party managers, or create customized strategies.
Michael M
Series 63
Plano, TX
Cetera
Michael Morrison is a financial advisor at Cetera with 32 years of industry experience. He holds a Series 63 designation and has worked previously at firms including Summit Financial Group Inc and VSR Financial Services, Inc. He also sells fixed insurance products such as life and annuities. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, as well as institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options and affiliations supporting a large-scale platform.
Mark H
Series 66
Plano, TX
Cetera
Mark Hansen II is a financial professional at Cetera with four years of industry experience and holds a Series 66 designation. He also operates a financial services business under the name Second, Comma. Hansen has worked at Cetera and related entities since 2022. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with access to various model portfolios and investment strategies.
Zablon M
Series 66
Plano, TX
Cetera
Zablon Muruli is a Series 66-licensed financial advisor at Cetera with 21 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax and Fisher Investments, with a decade spent at Fidelity Investments. Outside of advisory work, he is a member of WERE LLC, a passive equity partner involved in the purchase, repair, and sale of residential real estate properties. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, and institutional clients with a broad range of portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform offering diverse investment strategies across discretionary and non-discretionary authorities, supported by a large network of advisors and substantial assets under management.
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