Luke
Buehler
Cetera Investment Advisers LLC
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About this Advisor
Luke Buehler is a financial advisor working in Fredonia, New York with 2 years of industry experience. Buehler currently works for Cetera Investment Advisers LLC. During their career, the advisor has held roles at Summit Financial Advisors, Securities America Advisors, Inc, Summit Wealth Management, Inc, First Allied Securities. Inc, First Allied Advisory Services, Inc, First Allied Advisory Services and Cetera Advisors LLC. Buehler holds Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in New York. Cetera Investment Advisers LLC is a registered investment business headquartered in Schaumburg, IL. The firm has offices in 1,614 locations and a total of 3,094 employees. It administers $33 billion in total assets among its 176,986 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 431 charities and foundations. Of its 176,986 accounts, 23% belong to high-net-worth investors who have greater than $1 million in investable assets. Cetera Investment Advisers LLC provides a number 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. Financial management fees usually vary depending on which service is offered. Fee types charged by Cetera Investment Advisers LLC likely are comprised 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
Luke Buehler Work History
Luke has been registered as a financial advisor for 2 years.*
Cetera Advisors LLC
First Allied Advisory Services
Summit Wealth Management, Inc
Securities America Advisors, Inc
Summit Financial Advisors
First Allied Securities. Inc
First Allied Advisory Services, 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 Luke Buehler 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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Pittsburgh, PA
Freehold, NJ
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