Darby Lee Affeldt
Investment adviser representative at Cetera Investment Advisers LLC
28 yearsExperience
2 statesRegistered 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
28 years in the industry.
- Fortunelle Films, LLCMar 2025 to now
- Cetera Investment Advisers LLCAug 2023 to now
- Cetera Wealth Services, LLCAug 2023 to now
- Paid SpeakerJul 2020 to now
- North Star Consultants, IncDec 2014 to now
- Minnesota Life Insurance CompanyDec 2014 to Aug 2023
- Securian Financial Services, IncDec 2014 to Aug 2023
- Cri Securities, LLCDec 2014 to Oct 2021
- Comprehensive Practice ResourcesJul 2014 to Nov 2018
- Lippincott Construction IncJun 1998 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 6138325
- Firm CRD
- 105644