Dennis Peter Notchick
Investment adviser representative at Cetera Investment Advisers LLC
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Integrated Tax and Wealth ManagementNov 2024 to now
- Tax PreparationApr 2024 to now
- Clearsight Financial and Insurance ServicesJun 2012 to now
- Avantax Advisory ServicesNov 2024 to Sep 2025
- Avantax Insurance Agency And/or Avantax Insurance ServicesNov 2024 to Sep 2025
- Avantax Insurance Agency, LLCNov 2024 to Sep 2025
- Stratos Wealth Advisors, LLCOct 2019 to Nov 2024
- Mariner Wealth AdvisorsDec 2018 to Oct 2019
- Safeguard Investment Advisory Group, LLCJun 2015 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 5481629
- Firm CRD
- 105644