Gene Alan Fritzsche
Investment adviser representative at Cetera Investment Advisers LLC
28 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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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
28 years in the industry.
- Horizon Monetary ManagementAug 2025 to now
- Cetera Investment Advisers LLCJun 2025 to now
- Cetera Wealth Services LLCJun 2025 to now
- Safe Pet Containment SystemsDec 1998 to now
- Petstop of the Chagrin ValleyJan 1998 to now
- B. Riley Wealth Advisors, Inc.Jul 2022 to Jun 2025
- B. Riley Wealth ManagementMar 2007 to Jun 2025
- Capital Securities of America IncNov 2005 to Jun 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 2141447
- Firm CRD
- 105644