Bonnie Lou Miller
Investment adviser representative at Cetera Investment Advisers LLC
29 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
29 years in the industry.
- Cetera Investment Advisers LLCJun 2025 to now
- Cetera Advisors LLCJun 2025 to now
- Haven Financial Services LLCJun 2025 to now
- LPL Financial, LLCJan 2020 to Jun 2025
- Nationwide Securities, LLCDec 2017 to Dec 2019
- Nationwide InsuranceNov 2017 to Dec 2019
- M&t SecuritiesJun 2002 to Nov 2017
- M&t BankJul 1997 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2018
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
- 4551324
- Firm CRD
- 105644