Heidi Beth Irwin
Investment adviser representative at Cetera Investment Advisers LLC
14 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
14 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Dauntless Wealth Management, LLCOct 2024 to now
- Alliance Wealth Strategies, LLCMar 2024 to Nov 2024
- Avantax Advisory ServicesMar 2024 to Nov 2024
- Avantax Insurance Agency, LLCMar 2024 to Nov 2024
- Avantax Investment Services Inc.Mar 2024 to Nov 2024
- Edward JonesJul 2012 to Mar 2024
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 4973136
- Firm CRD
- 105644