Spencer James Bacon
Investment adviser representative at Cetera Investment Advisers LLC
19 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
19 years in the industry.
- Delong and Brower Financial Services, LLCDec 2023 to now
- Cetera Investment Advisers, LLCJan 2018 to now
- Cetera Financial Specialsts LLCDec 2013 to now
- Spencer BaconDec 2006 to now
- : Farpointe Wealth Advisors ;Mar 2023 to Dec 2025
- : Farpointe Financial Services LLC;Nov 2022 to Dec 2025
- Delong & Brower P.C.Feb 2014 to Feb 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 4652725
- Firm CRD
- 105644