Dana
Arth
Cetera Investment Advisers LLC
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About this Advisor
Dana Arth is a financial advisor based out of Lees Summit, Missouri who has 8 years of relevant experience. Arth is currently employed by Cetera Investment Advisers LLC. Over the course of their career, they have held roles at Dana R Arth Cpa LLC, Cetera Financial Specialists LLC, Summit Art, Inc and Cetera Investment Advisors LLC. Arth holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Missouri. Cetera Investment Advisers LLC is an advisory firm operating out of Schaumburg, IL. The firm has offices in 1,614 locations and a total of 3,094 employees. It handles $33 billion in assets under management across its 176,986 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 431 charitable organizations. Of its 176,986 accounts, 23% belong to high-net-worth individuals who have at least $1 million in investable assets. The firm offers a wide range 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. Fees charged by financial advisors usually depend on the type of services offered. Fees charged by Cetera Investment Advisers LLC likely include any blend 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
Dana Arth Work History
Dana has been registered as a financial advisor for 8 years.*
Cetera Financial Specialists LLC
Cetera Investment Advisors LLC
Dana R Arth Cpa LLC
Summit Art, 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 Dana Arth 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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