Spring, TX Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

4

Of 10,209 advisors across 5,115 offices

Location

Spring TX

Advisors at this office

4

Advisors at this office

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Richard B

Series 63, Series 65

Spring, TX

Cetera

Richard Brown is a financial advisor at Cetera with eight years of industry experience and holds Series 63 and Series 65 designations. Prior to joining Cetera in 2025, he worked at Raymond James Financial Services Advisors, Inc. and VALIC Financial Advisors, Inc. His professional background spans multiple firms within the financial services industry. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party investment 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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Tara O

Series 66

Spring, TX

Cetera

Tara Olson is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. She has worked with several firms, including Avantax Advisory Services and R&R Wealth Management. Olson also supports advisors and clients as a paraplanner with DGN Wealth Advisors, where she assists in client enrollment and meeting preparation. Cetera Investment Advisers LLC operates as a multi-manager platform serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management options and financial planning services through a large network of independent advisors.

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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Paul N

Series 63, Series 65

Spring, TX

Cetera

Paul Nitz is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He previously spent 30 years with Avantax entities in various roles. Outside of his advisory work, he operates a legal practice focused on estate planning and tax preparation. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. 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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Richard C

Series 66

Spring, TX

Cetera

Richard Canlas is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has worked at Cetera since 2021 and previously spent four years with Voya Financial Advisors. In addition to his financial advisory career, Canlas has operated as an attorney since 1997. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a multi-manager platform with a range of investment programs 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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