Daniel Heaton
Investment adviser representative at Cetera Investment Advisers LLC
24 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Daniel Heaton? Claim your profile
Contact this firm
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
24 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCJan 2020 to now
- Apex Financial SolutionsNov 2019 to now
- Heaton Insurance AgencyNov 2015 to now
- Ladybug BaitsJun 2010 to now
- Ladybug HoldingJun 2010 to now
- BiotronikMar 2019 to Feb 2023
- Farmers Financial SolutionsAug 2015 to Oct 2019
- Farmers Insurance GroupJun 2015 to Oct 2019
- Medtronic PlcSep 2002 to Feb 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (OK, 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
- 6550232
- Firm CRD
- 105644