Shane P. O'keefe
Investment adviser representative at Cetera Investment Advisers LLC
11 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
11 years in the industry.
- Cetera Investment Advisers LLCMar 2026 to now
- Cetera Advisors LLCMar 2026 to now
- Wilde Wealth Management GroupMar 2026 to now
- J.P. Morgan Securities LLCJul 2022 to Mar 2026
- JPMorgan Chase Bank, N.A.Jul 2022 to Mar 2026
- Minnesota LifeApr 2019 to Jun 2022
- Renaissance FinancialApr 2019 to Jun 2022
- Securian Financial Services, IncAug 2018 to Jun 2022
- UnemployedJun 2018 to Jul 2018
- Union Public HouseNov 2017 to May 2018
- University of ArizonaMay 2015 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7004750
- Firm CRD
- 105644