Skip to content

Riley Knake

Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business

Are you Riley Knake? Claim your profile

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

13 years in the industry.

  1. Rk Financial LLCDec 2025 to now
  2. Cetera Investment Advisers LLCAug 2023 to now
  3. Cetera Wealth Services, LLCAug 2023 to now
  4. Heritage Financial ServicesJan 2023 to now
  5. Minnesota Life Insurance CompanyJan 2023 to Aug 2023
  6. Securian Financial Services Inc.Jan 2023 to Aug 2023
  7. Pacific Life Insurance CompanyMar 2018 to Jan 2023
  8. UnemploymentNov 2017 to Mar 2018
  9. Sand Hills Golf ClubMay 2017 to Oct 2017
  10. Neato AgencyAug 2016 to May 2017
  11. D.A. Davidson & Co.Apr 2016 to May 2017
  12. University of Nebraska - LincolnAug 2013 to May 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 2 states (NE, 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
6492621
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
CallContact this firm