Mariette Denise Luchini - jacobson
Investment adviser representative at Cetera Investment Advisers LLC
15 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
15 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Colorado Park, LLCSep 2025 to now
- Kandy, Inc.Sep 2025 to now
- Woodring LLCJan 2020 to now
- Manson Bay Market, LLCSep 2019 to now
- Tamarack Tax & Consulting, LLCDec 2018 to now
- Courtney, Inc. dba Manson Bay MarketMay 2016 to now
- Avantax Advisory ServicesDec 2018 to Sep 2025
- Avantax Insurance Agency, LLC.Dec 2018 to Sep 2025
- Avantax Investment Services, Inc.Dec 2018 to Sep 2025
- 1st Global Advisors, Inc.Aug 2016 to Dec 2018
- 1st Global Capital Corp.Aug 2016 to Dec 2018
- Courtney, Inc.May 2016 to Jan 2023
- Cordell, Neher & Co., PllcSep 2011 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 6696401
- Firm CRD
- 105644