St. Louis, MO 3660 S Geyer Rd Office

Team
Updated today
Cetera logo

Cetera

Institution

Firm-wide stats for Cetera

Total advisors

10,190

Across 5,084 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

3660 S Geyer Rd, Ste 200

St. Louis MO 63127

Advisors at this office

13

Advisors at this office

user avatar

Brian L

Series 63, Series 65

St. Louis, MO

Cetera

Brian Laubacker is a financial advisor with Cetera in St. Louis, MO, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has worked with Cetera and affiliated firms since 2014 and previously was involved with Eagle Ridge Investments LLC. Outside of his advisory role, he directs protective planning and employee benefits efforts and is involved in house rehabs and sales through a separate investment. Cetera Investment Advisers LLC serves a diverse 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, supporting both discretionary and non-discretionary strategies.

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

Joel M

Series 66

St. Louis, MO

Cetera

Joel Miller is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and previously worked at Tortoise Capital from 2013 to 2024. Miller is also involved with MSMF Wealth Management, a business related to wealth management services. Cetera Investment Advisers LLC serves a broad client base including individuals, 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, enabling advisors to utilize various investment models and strategies.

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

Kraig R

CFP®, Series 66

St. Louis, MO

Cetera

Kraig Rehkemper is a CFP® with five years of industry experience, currently serving as a financial advisor at Cetera in St. Louis, MO. He has prior experience at Aetna and operates MSMF Wealth Management as a strategic allocation specialist. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

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

Lisa L

Series 63, Series 65

St. Louis, MO

Cetera

Lisa Lang is a financial advisor with Cetera based in St. Louis, MO, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has been with Cetera since 2018 and has a longer tenure at affiliated entities dating back to 2002. Outside of her advisory work, she is a CPA providing QuickBooks support, business consulting, and tax preparation for business clients. Cetera Investment Advisers LLC serves a broad client base that includes 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 nationwide network of advisors.

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

Annie G

Series 66

St. Louis, MO

Cetera

Annie Gebhart is a financial advisor with Cetera and holds a Series 66 designation. She has one year of industry experience and has held roles at Cetera Financial Specialists and Msmf Wealth Management. Outside of finance, she has been involved in the hospitality industry and also has experience working in education at several institutions. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and advisory services through a large network of independent advisors and provides access to multiple investment strategies and program structures.

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

Kerry R

Series 63, Series 65

St. Louis, MO

Cetera

Kerry Robinson is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Berthel, Fisher & Company Financial Services, Inc., and MSMF Wealth Management. Robinson has been involved with the St. Louis Cardinals organization since 2010 in various capacities. Cetera Investment Advisers LLC provides investment advisory services through a large network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services and utilizes a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create customized strategies.

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

Christopher S

CFP®, Series 66

St. Louis, MO

Cetera

Christopher Seiffert is a CFP® professional with 11 years of industry experience, currently associated with Cetera since 2017. He has worked at several firms including LPL Financial and RFG Advisory Group and maintains a role at MSMF Wealth Management. Outside of his financial advisory work, he is involved in golf course maintenance at Lake Forest Golf and Country Club in St. Louis, a position he has held since 2007. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, employing both discretionary and non-discretionary program structures.

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

Nicholas M

CFP®, Series 66

St. Louis, MO

Cetera

Nicholas Mengel is a CFP® with 20 years of experience in the financial services industry, currently affiliated with Cetera in St. Louis, MO. He has held roles at MSMF Wealth Management and Cetera Financial Specialists LLC since 2006. Outside of his advisory work, he serves as a member of a homeowners association board. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through multiple program structures 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
user avatar

Tricia B

Series 66

St. Louis, MO

Cetera

Tricia Becker is a financial advisor at Cetera with six years of industry experience. She holds the Series 66 designation and has worked at Cetera since 2018, including roles at MSMF Wealth Management and Regions Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services with a multi-manager platform that includes both affiliated and third-party investment options.

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

Elijah M

CFP®, Series 66

St. Louis, MO

Cetera

Elijah Macias is a CFP® with three years of experience in the financial services industry. He is currently affiliated with Cetera and MSMF Wealth Management. His prior work includes roles at USAA and GM Financial. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and consulting services, supporting both discretionary and non-discretionary strategies.

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

Cody R

CFP®, Series 66

St. Louis, MO

Cetera

Cody Reading is a CFP® professional with 18 years of experience, currently serving at Cetera and MSMF Wealth Management in St. Louis, MO. He has been with these firms since 2008, focusing on wealth management and retirement plan administration. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering diverse program options and manages over $256 billion in assets through more than 10,000 advisors.

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

Matthew H

Series 66

St. Louis, MO

Cetera

Matthew Haffer is a financial advisor with Cetera and holds a Series 66 designation. He has nine years of industry experience, including roles at Cetera Investment Advisers, LLC and MSMF Wealth Management. He is also involved as a client service associate at MSMF Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and retirement services through a multi-manager platform, with over 10,000 advisors managing more than $256 billion in assets.

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

Kevin G

Series 66

St. Louis, MO

Cetera

Kevin Grant is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and has worked at Cetera and its affiliated entities since 2020. Prior to his current role, he has experience at Missouri State University, Renaissance Financial, Vanliner Insurance, and Grant Contracting. Grant also operates MSMF Wealth Management, where he serves as a licensed assistant and paraplanner. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to 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
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)