Phillip Leo Hettich
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Phillip L Hettich Jr. d/b/a Plh FarmsSep 2026 to now
- Trio H Enterprises, LLCSep 2026 to now
- Cetera Investment Advisers LLCOct 2025 to now
- Cetera Wealth Services, LLCOct 2025 to now
- Phillip L Hettich, Jr. CfpOct 2025 to now
- Plh Legacy Wealth ManagementOct 2025 to now
- Edward JonesFeb 2020 to Sep 2025
- Disability Resources Inc. (dri)Apr 2019 to Jul 2022
- First Financial Bank NAAug 2016 to Feb 2020
- First Financial Brokerage SrvcsAug 2016 to Feb 2020
- Raymond James Financial Services Advisors Inc.Aug 2016 to Feb 2020
- Raymond James Financial Services, Inc.Aug 2016 to Feb 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1671258
- Firm CRD
- 105644