Mark Allen Dalman
Investment adviser representative at Cetera Investment Advisers LLC
17 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
17 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Advanced Wealth Solutions, LLCMar 2023 to now
- Cetera Wealth Services, LLCApr 2018 to now
- Cwm, LLCApr 2018 to Jun 2023
- Elite Wealth ManagementMay 2010 to Apr 2022
- LPL Financial LLCOct 2009 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2013
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
- 5740816
- Firm CRD
- 105644