Bernard
Paniak

Cetera Investment Advisers LLC

CRD#4161806
Investment Advisor
in Algonquin, IL

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About this Advisor

Bernard Paniak is a financial advisor working out of Algonquin, Illinois who has 14 years of industry experience. Paniak works at Cetera Investment Advisers LLC. The advisor has gained experience at Bernard J. Paniak, Cetera Financial Specialists LLC and Cetera Investment Advisers LLC. Paniak maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to operate in Illinois. Cetera Investment Advisers LLC is an advisory company operating out of Schaumburg, IL. It has offices in 1,614 locations and a total of 3,094 advisors. It handles $33 billion in total assets across its 176,986 accounts, making it one of the largest firms in the country by assets under management. The firm advises 431 charitable organizations. Of its 176,986 client accounts, 23% belong to high-net-worth investors who have at least $1 million in assets available to invest. The business performs a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically vary depending on the type of financial services. However, fees billed by Cetera Investment Advisers LLC most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Algonquin, IL

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

IL Average: $6,674,516,078
Total Number of Employees

3,094

IL Average: 44
Total Number of Accounts

176,986

IL Average: 2,564
Average Account Size

$188,469

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Bernard Paniak Work History

Bernard has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Cetera Investment Advisers LLC

2004 - Present (20 years)

Cetera Financial Specialists LLC

2000 - Present (24 years)

Bernard J. Paniak

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Bernard Paniak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Investment Advisers LLC

Michelle Yang
San Marino, CA
Joseph Charron
Oklahoma City, OK
Erin Mcclain
Philadelphia, PA
Howard Hsieh
Irvine, CA
Michael Nelson
Anaheim, CA
Randall Scott
Knoxville, TN
Robert Bodnar
Pittsburgh, PA
Allan Proske
Freehold, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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