Eugene Perry Heitman
Investment adviser representative at Cetera Investment Advisers LLC
14 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
14 years in the industry.
- Cetera Wealth Services, LLCSep 2025 to now
- Cetera Investment Advisers, LLCAug 2025 to now
- Fixed Indexed AnnuitiesMar 2021 to now
- Cpa Financial Advisor, Inc.Dec 2012 to now
- Avantax Advisory ServicesJan 2016 to Sep 2025
- Avantax Insurance Agency, LLC.Jan 2016 to Sep 2025
- Avantax Investment Services, Inc.Jan 2016 to Sep 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 4116387
- Firm CRD
- 105644