Barry Micael Falter
Investment adviser representative at Cetera Investment Advisers LLC
23 yearsExperience
2 statesRegistered 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
23 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCSep 2019 to now
- Bmf S Westwood LLCAug 2015 to now
- Bmf N Alma LLCFeb 2015 to now
- Bmf Phx LLCNov 2013 to now
- Bmf Isabella LLCOct 2013 to now
- Bmf University LLCFeb 2013 to now
- Bmf Buckeye, LLCNov 2012 to now
- Bmf Gilbert LLCJun 2004 to now
- Falter Wealth Management Services, IncMar 2004 to now
- Bmf Av LLCDec 2003 to now
- Summit Financial Group IncSep 2016 to May 2021
- Summit Brokerage Services, Inc.Sep 2016 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 2 states (NE, 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
- 2255288
- Firm CRD
- 105644