St Cloud, MN 33rd St S 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
1407 33rd St S
St Cloud MN 56301
Advisors at this office
4
Advisors at this office
Nolan L
ChFC®, Series 66
St Cloud, MN
Cetera
Nolan Lind is a financial advisor at Cetera with nine years of industry experience. He holds the ChFC® designation and the Series 66 license. Nolan has worked at firms including Securian Financial Services, North Star Resource Group, and Cetera Wealth Services. Outside of his advisory role, he is involved in business ventures including ownership of a self-storage business and a membership in a storage unit property entity. Cetera Investment Advisers LLC is an SEC‑registered firm that supports over 10,000 independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary options.
Alivia J
Series 66
St Cloud, MN
Cetera
Alivia Jacobs is a financial advisor at Cetera with a Series 66 designation. She has been in the industry since 2026 and previously worked at several firms including Northstar Resource Group and David M. Jacobs & Associates Inc. Outside of finance, she has experience working at the St. Cloud Country Club and a dance center. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a large network of over 10,000 advisors and more than $250 billion in assets under management.
Blake K
Series 66
St Cloud, MN
Cetera
Blake Kral 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 owns a seasonal dock installation and removal business. Blake also serves as an elected board member of the Brainerd Chamber of Commerce, where he assists with event planning and member engagement. 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 diverse portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.
Andrew J
ChFC®, Series 63
St Cloud, MN
Cetera
Andrew Jacobs is a financial advisor with Cetera who holds the ChFC® and Series 63 designations and has 22 years of industry experience. His prior experience includes roles at Securian Financial Services, Inc. and Cri Securities, Inc. He also owns Jacobs Family Ventures LLC, which manages a vacation lake rental home. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a large nationwide network of over 10,000 advisors.
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