Courtney Folkerts
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Courtney Folkerts? 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
10 years in the industry.
- Cetera Advisors LLCMar 2025 to now
- Cetera Financial Specialists LLCMar 2025 to now
- Cetera Investment Services LLCMar 2025 to now
- Cetera Investment Advisers LLCJan 2025 to now
- Cetera Wealth Services, LLCOct 2024 to now
- Avantax Advisory ServicesJul 2022 to Sep 2025
- Avantax Investment Services IncJul 2022 to Sep 2025
- Crossmark Global InvestmentsMar 2020 to Jul 2022
- Invesco Distributors IncOct 2017 to Mar 2020
- Jackson National Life Distributors LLCMay 2016 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2010
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
- 5508989
- Firm CRD
- 105644