Ste. Genevieve, MO 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
21450 Highway 32
Ste. Genevieve MO 63670
Advisors at this office
4
Advisors at this office
Jason B
Series 66
Ste. Genevieve, MO
Cetera
Jason Blum is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. He has been with Cetera and its affiliated entities since 2017. Outside of his advisory role, Blum is engaged in several community and nonprofit organizations, including serving as a donor consultant for the Valle Catholic Schools Foundation, a volunteer baseball coach with the American Legion, and holding various board and treasurer positions with local development and educational nonprofits. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting a broad range of investment strategies and client needs.
Matthew M
Series 66
Ste. Genevieve, MO
Cetera
Matthew Morice is a financial advisor with Cetera holding a Series 66 designation and six years of industry experience. He has previously worked at Edward Jones and currently serves as a board member for the Missouri State Troopers Association. In addition to his advisory role, Morice is an assistant football coach at Helias Catholic High School and an instructor for the Missouri Association of Prosecuting Attorneys. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.
Jeffrey O
Series 63, Series 65
Ste. Genevieve, MO
Cetera
Jeffrey Okenfuss is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously worked at Farmers Insurance Group and Farmers Financial Solutions for nearly two decades before joining Cetera and its affiliated entities in 2023 and 2024. Outside of advisory activities, he assists with tax return preparation through HSB Advisors LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and financial planning services, supported by a nationwide network of over 10,000 advisors and significant assets under management.
Jason B
Series 63, Series 65
Ste. Genevieve, MO
Cetera
Jason Basler is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Cetera since 2004 and also owns HSB Advisors, LLC, a CPA practice offering tax, accounting, auditing, and consulting services. Outside of his advisory work, Basler is involved in his local community as a finance board member for St. Genevieve Catholic Church, head coach of a youth baseball team, and serves on the board of directors for MRV Banks. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and advisory services, utilizing a multi-manager platform with access to affiliated and third-party managers, and manages over $256 billion in assets.
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