Ariel Monsivais
Investment adviser representative at Cetera Investment Advisers LLC
12 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
12 years in the industry.
- GraingerApr 2026 to now
- Cetera Investment Advisers LLCSep 2023 to now
- Ariel Wealth Partners LLCSep 2023 to now
- Cetera Wealth Services, LLCSep 2023 to now
- LPL Financial LLCMay 2022 to Sep 2023
- Lowes Home ImprovementJul 2018 to Apr 2026
- Cuna Brokerage Services, Inc.Apr 2014 to May 2022
- Cuna Mutual GroupApr 2014 to May 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 2219198
- Firm CRD
- 105644