Heather Croke
Investment adviser representative at Cetera Investment Advisers LLC
28 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
28 years in the industry.
- Cetera Investment Advisers LLCJan 2026 to now
- RfgJul 2024 to now
- Heather's Humpomeno LLC dba Ryan Financial GroupMay 2024 to now
- Commonwealth Financial NetworkJul 2024 to Jan 2026
- Ryan Financial GroupJul 2024 to Jan 2026
- Bfa Holdings, LLCJan 2022 to Jul 2024
- Valmark Securities, Inc.Feb 2015 to Dec 2018
- Boulay Financial Advisors, LLCMay 2008 to Jan 2023
- Boulay, PllpJul 1998 to Jul 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 4448607
- Firm CRD
- 105644