Richard
Panush

Cetera Investment Advisers LLC

CRD#2959059
Investment Advisor
in Lemont, IL

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About this Advisor

Richard Panush is a financial advisor who works out of Lemont, Illinois with 18 years of industry experience. Panush currently works for Cetera Investment Advisers LLC. Their career trajectory has included roles at P.M. Tax Service Inc, Diamond Consulting Inc, Cetera Financial Specialists LLC and Cetera Investment Advisers LLC. Panush has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Illinois. Cetera Investment Advisers LLC is a registered investment company headquartered in Schaumburg, IL. It has offices in 1,614 locations and a total of 3,094 people on staff. It has $33 billion in assets under management across its 176,986 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 431 charitable organizations. Of its 176,986 client accounts, 23% belong to high-net-worth clients who have more than $1 million in investable assets. The firm provides a diverse array 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. A financial advisor's fees largely are based on which services the firm provides the client. Fee types billed by Cetera Investment Advisers LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

18 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

14232 Mccarthy Road
Lemont, IL 60439

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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

Richard Panush Work History

Richard has been registered as a financial advisor for 18 years.*

2005 - Present (19 years)

Cetera Investment Advisers LLC

1997 - Present (27 years)

Cetera Financial Specialists LLC

1980 - Present (44 years)

P.M. Tax Service Inc

1997 - 2021 (24 years)

Diamond Consulting Inc

*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 Richard Panush 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

Joseph Charron
Oklahoma City, OK
Kory Doty
Effingham, IL
Michelle Yang
San Marino, CA
Michael Nelson
Anaheim, CA
Christopher Debeikes
Medford, OR
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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