Isaac Douglas Bumgardner
Investment adviser representative at Cetera Investment Advisers LLC
14 yearsExperience
3 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
14 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- HK Wealth Management, LLCJan 2022 to now
- Haga Kommer, Ltd.Jan 2022 to now
- Avantax Fixed/indexed/variable AnnuityJul 2025 to Sep 2025
- Avantax Advisory ServicesFeb 2022 to Sep 2025
- Avantax Insurance ServicesFeb 2022 to Sep 2025
- Avantax Investment Services Inc.Feb 2022 to Sep 2025
- Infinex Investments, Inc.Feb 2021 to Jan 2022
- AlerusDec 2020 to Jan 2022
- UnemployedOct 2020 to Dec 2020
- State Farm Vp Management CorpApr 2020 to Aug 2020
- Zack Heuring Insurance AgencyAug 2019 to Oct 2020
- Mwa Financial Services IncJan 2018 to Jun 2019
- Modern Woodmen of AmericaOct 2017 to Jun 2019
- Eide Bailly LLPMay 2017 to Sep 2017
- Farmers Union InsuranceAug 2016 to May 2017
- StudentJan 2011 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (MN, ND, 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
- 6904184
- Firm CRD
- 105644