David Donald Bilger
Investment adviser representative at Cetera Investment Advisers LLC
48 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
48 years in the industry.
- Cetera Investment Advisers LLCMay 2021 to now
- Cetera Financial Specialists LLCMay 2021 to now
- Bilger & Co., Cpas LLC Financial ServicesJan 1990 to now
- David D. Bilger Cpa'sMar 1987 to now
- Bilger & Co Cpas LLCDec 1978 to now
- Avantax Insurance Agency, LLCJul 2018 to May 2021
- Avantax Advisory ServicesMar 2000 to May 2021
- Avantax Investment Services, Inc.Sep 1997 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 2944575
- Firm CRD
- 105644