Katy
Hane
Cetera Investment Advisers LLC
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About this Advisor
Katy Hane is a financial advisor operating in La Place, Louisiana who has 2 years of relevant experience. Hane currently works for Cetera Investment Advisers LLC. Throughout their career, they have worked at Tiger Athletic Foundation, Primerica, Louisiana State University, Jp Morgan Securities LLC, Jpmorgan Chase Bank, Jpmorgan Chase Bank, N.A, Avantax Investment Services, Inc, Avantax Insurance Agency LLC, Cetera Financial Specialists LLC, Cetera Investment Advisers LLC and Schexnayder Wealth Advisors. Hane has a Series 65 license, certifying them as an investment advisor representative, and can operate in Louisiana. Cetera Investment Advisers LLC is a registered investment business based 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 between its 176,986 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 431 charitable organizations. Of its 176,986 customer accounts, 23% are associated with high-net-worth individuals who have greater than $1 million in assets. The firm offers a diverse array of services, such as 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 typically vary depending on which service is provided. Fees billed by Cetera Investment Advisers LLC most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$33,356,369,941
3,094
176,986
$188,469
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
Katy Hane Work History
Katy has been registered as a financial advisor for 2 years.*
Cetera Financial Specialists LLC
Cetera Investment Advisers LLC
Schexnayder Wealth Advisors
Avantax Investment Services, Inc
Avantax Insurance Agency LLC
Jp Morgan Securities LLC
Jpmorgan Chase Bank
Jpmorgan Chase Bank, N.A
Primerica
Tiger Athletic Foundation
Louisiana State University
*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 Katy Hane to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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