Thomas
Casart
Cetera Investment Advisers LLC
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About this Advisor
Thomas Casart is a financial advisor operating in Seward, Nebraska with a total of 2 years of industry experience. Casart works at Cetera Investment Advisers LLC. Their career trajectory has included roles at Td Ameritrade Inc, Scottrade, Inc, The Prudential Insurance Co. Of America, Pruco Securities, LLC, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Cattle Bank & Trust, Scottrade Investment Management, Tiaa and Tiaa-Cref Individual & Institutional Services, LLC. Casart has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Nebraska. Cetera Investment Advisers LLC is a registered investment firm that has its headquarters in Schaumburg, IL. It has offices in 1,614 locations and a total of 3,094 financial advisors. It controls $33 billion in assets among its 176,986 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 431 charitable organizations. Of its 176,986 client accounts, 23% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm provides a number 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 for financial advice typically are based on the type of financial services provided. Fees billed by Cetera Investment Advisers LLC may 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
Thomas Casart Work History
Thomas has been registered as a financial advisor for 2 years.*
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Cattle Bank & Trust
The Prudential Insurance Co. Of America
Pruco Securities, LLC
Scottrade Investment Management
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Scottrade, Inc
Td Ameritrade 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 Thomas Casart 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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