Cetera Investment Services Revenue and Competitors

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St. Cloud, MN USA



Total Funding



Estimated Revenue & Valuation

  • Cetera Investment Services's estimated annual revenue is currently $98.2M per year.(i)
  • Cetera Investment Services's estimated revenue per employee is $207,945

Employee Data

  • Cetera Investment Services has 472 Employees.(i)
  • Cetera Investment Services grew their employee count by 11% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
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Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors) Member FINRA/SIPC At Cetera® Investment Services, our Midwestern roots mean we can?t help but treat you like family?but that doesn?t stop us from pursuing your success with dogged determination. We?ll get to know you well, and then build on 35 years? experience to custom-tailor a suite of teams, technology, and services designed to help you reach your goals for growth. Whether you?re a bank or credit union program manager, an advisor in a financial institution, or an independent advisor, the tools and solutions outlined on the following pages can enhance your individual capabilities, drive growth, and increase productivity. But it?s not just what we offer that sets us apart; it?s how we offer it. Our personal and consultative approach to your success can help you uncover your full potential?within a culture you?ll feel right at home with. Cetera Investment Services LLC is a self-clearing, registered broker-dealer and registered investment adviser. Securities, insurance products, and advisory services are offered through Cetera Investment Services LLC (doing insurance business in California as CFGIS Insurance Agency), member FINRA/SIPC/DTCC. Cetera is not affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.



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Cetera Investment Services News

2022-04-20 - Zacks: Analysts Expect WesBanco, Inc. (NASDAQ:WSBC) Will ...

Cetera Advisors LLC now owns 10,759 shares of the financial services provider's stock worth $367,000 after buying an additional 583 shares...

2022-04-17 - Pinpoint Global welcomes Jay Stainsby as Vice President of ...

Pinpoint's financial services clients include; MassMutual, Cetera, Equitable Advisors, Equitable Distributors, MetLife, AIG, Prudential, Allianz...

2022-03-22 - Barron's Recognizes Cetera's Trevor Wilde Among America's ...

Cetera Financial Group (Cetera) is a leading financial services firm whose purpose is to enable the delivery of best-in-class financial advice...

2021-11-04 - Cetera Financial Group selects Xtiva for enterprise-wide SPM technology upgrade

“Cetera is on a mission to enable the delivery of best-in-class financial advice to as many Americans as possible... That’s their roadmap and we are pleased to be an important step in that journey.” NEW YORK (PRWEB) November 04, 2021 Xtiva, the only provider of Sales Performance Management Tec ...

2021-06-03 - Cetera Appoints Vamsi Yadlapati to Board of Directors

LOS ANGELES, June 3, 2021 /PRNewswire/ -- Cetera Financial Group, one of the industry's largest financial advice firms, today announced that it has appointed a new Board Member, industry veteran Vamsi Yadlapati, to its Board of Directors. Continue Reading Vamsi Yadlapati Yadlapati brings mo ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding