Anette Schol-bermel
Investment adviser representative at Cetera Investment Advisers LLC
10 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
10 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Professional Financial ServicesSep 2020 to now
- Avantax Advisory ServicesOct 2020 to Sep 2025
- Avantax Insurance Agency, LLCOct 2020 to Sep 2025
- Avantax Investment Services, Inc.Oct 2020 to Sep 2025
- First Command Advisory Services, Inc.Jun 2019 to Sep 2020
- First Command Brokerage Services, Inc.Jun 2019 to Sep 2020
- First Command Insurance Services, Inc.Jun 2019 to Sep 2020
- ArtivestJan 2019 to May 2019
- Altegris Investments, LLCJan 2019 to Apr 2019
- Fsc Securities CorporationJan 2019 to Jan 2019
- UnemployedFeb 2017 to Dec 2018
- Safeguard Investment Advisory GroupJan 2017 to Jan 2019
- Sagepoint Financial, Inc.Jul 2016 to Jan 2017
- Shutterman Financial ServicesJul 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 2746313
- Firm CRD
- 105644