Chevalier
Homan
Cetera Advisors LLC
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About this Advisor
Chevalier Homan is a financial advisor who works out of Fremont, Ohio, with a total of 4 years of industry experience. Homan is an advisor for Cetera Advisors LLC. Over the course of their career, Homan has held roles at Thrivent Investment Management Inc, Two Meadows, Thrivent Financial For Lutherans, Cetera Advisors, Homan Wealth Management, Cordee LLC Dba Golly Gee and Homan Brandon Wealth Management. Homan has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Ohio. Cetera Advisors LLC is an advisory business based out of Englewood, CO. The firm has offices in 692 locations and a total of 1,047 financial advisors. It administers $21 billion in total assets across its 90,646 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 294 charities and foundations. Of its 90,646 accounts, 26% belong to high-net-worth individuals who have more than $1 million in investable assets. The 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 charged by financial advisors are based on the financial services provided. Fees billed by Cetera Advisors LLC can consist of any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Advisors LLC Brokerage Details
$21,227,977,082
1,047
90,646
$234,185
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
Chevalier Homan Work History
Chevalier has been registered as a financial advisor for 4 years.*
Homan Wealth Management
Cetera Advisors
Cordee LLC Dba Golly Gee
Homan Brandon Wealth Management
Thrivent Investment Management Inc
Thrivent Financial For Lutherans
Thrivent Financial For Lutherans
Two Meadows
*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 Chevalier Homan 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 Advisors LLC
Westborough, MA
Orlando, FL
Boca Raton, FL
Missoula, MT
San Diego, CA
Saint Louis, MO
Lake Oswego, OR
Franklin, WI
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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