St Louis Park, MN Utica Ave S, 9th 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
1600 Utica Ave S, 9th Floor
St Louis Park MN 55416
Advisors at this office
4
Advisors at this office
Amy J
Series 66
St Louis Park, MN
Cetera
Amy Johnson is a Series 66-credentialed financial professional with four years of industry experience. She currently works at Cetera and Stein Financial Group, where she focuses on financial planning and securities recommendations. Outside of her advisory role, she is the sole owner of two real estate rental properties. Cetera Investment Advisers LLC is a multi-manager platform serving individual, corporate, and institutional clients with a range of portfolio management, financial planning, and retirement services. The firm offers both discretionary and non-discretionary programs and provides access to affiliated and unaffiliated money managers through various account structures.
Peter S
Series 66
St Louis Park, MN
Cetera
Peter Schnobrich is a financial advisor at Cetera with four years of industry experience. He previously served in the United States Air Force for 21 years and worked at American Heritage Bank before joining Cetera in 2022. Schnobrich also serves as the treasurer for the Providence Academy Parent Association. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, operating a multi-manager platform with access to multiple program structures and custodial relationships.
Anthony G
Series 66
St Louis Park, MN
Cetera
Anthony Gerbi is a financial advisor with Cetera who holds a Series 66 designation and has 11 years of industry experience. He currently owns Gerbi Financial Group LLC and has been affiliated with Cetera and its related entities since 2021. Gerbi also serves as a speaker for The Society for Financial Awareness, delivering presentations on financial topics to local groups. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and investment strategies.
Jeffery S
ChFC®, Series 63, Series 65
St Louis Park, MN
Cetera
Jeffery Stein is a financial advisor at Cetera with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Voya Financial Advisors and operating his own firm, Stein Financial Group LLC. In addition to his advisory work, he is an independent insurance agent and provides communication consulting services to employers. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to use model portfolios, third-party managers, or customize strategies across various program structures.
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