Dan David Seeds
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.
- Cetera Investment Advisers LLCFeb 2025 to now
- Cetera Wealth Services, LLCFeb 2025 to now
- Summit Financial GroupJan 2025 to now
- Excel Volleyball ClubSep 2017 to now
- Mallory FrizelApr 2020 to Dec 2024
- Madison Lee CarrierJan 2020 to Dec 2024
- Todd BradenJan 2020 to Dec 2024
- Will BrezetteJan 2020 to Dec 2024
- Bret BarnetJan 2020 to Apr 2021
- Andrew NowlinJan 2020 to Sep 2020
- Northwestern Mutual Wealth Management CompanyMay 2018 to Dec 2024
- Northwestern Mutual Investment Services LLCApr 2018 to Dec 2024
- Tom WeilertApr 2018 to Dec 2024
- Bok Financial Securities BOKFNov 2007 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2008
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
- 5477208
- Firm CRD
- 105644