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Daniel Mark Juechter

Investment adviser representative at Cetera Investment Advisers LLC
22 yearsExperience
2 statesRegistered 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

22 years in the industry.

  1. Cetera Advisors LLCSep 2022 to now
  2. Cetera Investment Advisers LLCSep 2022 to now
  3. Hunter Financial Advisors, Inc.May 2004 to now
  4. First Allied Advisory Services, Inc.Dec 2014 to Sep 2022
  5. First Allied Securities, Inc.Dec 2014 to Sep 2022

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1987

State registrations

Registered as an investment adviser representative in 2 states (NY, 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
1691649
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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