Loren D Cunnington
Investment adviser representative at Cetera Investment Advisers LLC
11 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
11 years in the industry.
- Cetera Investment Advisers LLCMar 2026 to now
- Cetera Investment Services LLCMar 2026 to now
- Honor Credit UnionMar 2026 to now
- Credit Union TrustJun 2022 to Mar 2026
- LPL FinancialJun 2022 to Mar 2026
- Allstate Insurance CoJul 2020 to Jun 2022
- Wells Fargo Clearing Services, LLCJan 2018 to Jul 2020
- Cetera Investment Advisers LLCOct 2015 to Jan 2018
- Cetera Investment Services LLCOct 2015 to Jan 2018
- Chemical BankOct 2015 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 5726281
- Firm CRD
- 105644