Mark R Aumack
Investment adviser representative at Cetera Investment Advisers LLC
40 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
40 years in the industry.
- Cetera Investment Advisers LLCJan 2025 to now
- Cetera Advisors LLCJan 2025 to now
- Avantax Advisory ServicesMar 2022 to Dec 2024
- Avantax Investment Services Inc.Mar 2022 to Dec 2024
- Avantax Advisory ServicesFeb 2012 to Feb 2022
- Avantax Investment Services, Inc.Aug 2009 to Feb 2022
- Mark R. Aumack, CpaJan 1995 to Jan 2025
- Michael A Tartza, Cpa, P.A.May 1986 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 5701792
- Firm CRD
- 105644