Desiree Christine Ebhert
Investment adviser representative at Cetera Investment Advisers LLC
11 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
11 years in the industry.
- Cetera Investment Advisers LLCSep 2026 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Amazon FlexNov 2024 to now
- Positive Planning Wealth Advisors, LLCSep 2024 to now
- Avantax Insurance ServicesSep 2024 to Sep 2025
- Avantax Investment Services Inc.Sep 2024 to Sep 2025
- UnemployedJul 2024 to Aug 2024
- Cetera Advisors LLCSep 2023 to Jun 2024
- Prime Financial StrategiesSep 2023 to Jun 2024
- USAAMar 2023 to Sep 2023
- UnemployedFeb 2023 to Feb 2023
- FisAug 2021 to Jan 2023
- T. Rowe Price Investment Services, Inc.May 2018 to Jul 2021
- T-mobileApr 2015 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6962940
- Firm CRD
- 105644