Richard Dennis Byank
Investment adviser representative at Cetera Investment Advisers LLC
22 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$256.8BFirm assets
Are you Richard Dennis Byank? Claim your profile
Contact this firm
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
22 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Avantax Advisory ServicesFeb 2023 to Sep 2025
- Avantax Investment Services, Inc.Feb 2023 to Sep 2025
- Avantax Insurance Agency, LLCFeb 2023 to Feb 2023
- Avantax Insurance Agency And/or Avantax Insurance ServicesJan 2023 to Sep 2025
- Ameriprise Financial Services, Inc.Oct 2004 to Jan 2023
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 4875340
- Firm CRD
- 105644