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Tyler David Peterson

Investment adviser representative at Cetera Investment Advisers LLC
9 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm assets

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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

9 years in the industry.

  1. Cetera Investment Advisers LLCMay 2024 to now
  2. Cetera Wealth Services, LLCApr 2024 to now
  3. Premier Retirement Plan AdvisorsApr 2024 to now
  4. UnemployedJan 2024 to Apr 2024
  5. Choreo, LLCApr 2023 to Jan 2024
  6. NavexSep 2019 to Apr 2023
  7. UnemployedMay 2019 to Sep 2019
  8. Wheaton CollegeAug 2015 to May 2019

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023
  • Series 63 · Uniform Securities Agent State Law2024

State registrations

Registered as an investment adviser representative in 1 state (IA).

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
6942116
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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