Christian Grundel
Investment adviser representative at Cetera Investment Advisers LLC
10 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
10 years in the industry.
- Sovereign Wealth PartnersMar 2026 to now
- Cetera Investment Advisers LLCMar 2024 to now
- Christian GrundelJul 2021 to now
- Cetera Advisors LLCFeb 2021 to now
- Arrow Wealth Management LLCJan 2023 to Apr 2026
- Chartered Course FinancialFeb 2021 to Dec 2022
- Financial Engines Advisors L.L.C.Nov 2016 to Feb 2021
- Financial Engines Advisor Center, LLCSep 2016 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 2 states (MA, RI).
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
- 5541530
- Firm CRD
- 105644