Ann
Speer
Cetera Investment Advisers LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Ann Speer is a financial advisor based out of Englewood, Colorado, who has 3 years of industry experience. Speer is currently employed by Cetera Investment Advisers LLC. Throughout their career, Speer has worked at Griggs Wealth Management, Cvc Enterprises, LLC, Lpl Financial, Axa Advisors, LLC, Bcj Capital Management, Cetera Investment Services LLC and Cetera Investment Advisers LLC. Speer maintains Series 66 and Series 63 licenses, qualifying them as a securities representative, and is registered to advise clients in Colorado. Cetera Investment Advisers LLC is an advisory company that has its headquarters in Schaumburg, IL. The company has offices in 1,614 locations and a total of 3,094 people on staff. It administers $33 billion in assets among its 176,986 accounts, making it one of the largest firms in the country by assets under management. The firm serves 431 charitable organizations. Of its 176,986 customer accounts, 23% belong to high-net-worth investors who have greater than $1 million in assets. The business has 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 largely depend on which services the firm provides the client. Fees billed by Cetera Investment Advisers LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Ann Speer Work History
Ann has been registered as a financial advisor for 3 years.*
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Bcj Capital Management
Axa Advisors, LLC
Griggs Wealth Management
Lpl Financial
Cvc Enterprises, LLC
*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 Ann Speer 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 Investment Advisers LLC
Anaheim, CA
Fort Lauderdale, FL
Philadelphia, PA
Irvine, CA
Athens, AL
Knoxville, TN
Pittsburgh, PA
Freehold, NJ
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
