Daniel Loberg
Investment adviser representative at Cetera Investment Advisers LLC
8 yearsExperience
1 stateRegistered 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
8 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Advisors LLCOct 2022 to now
- Cetera Financial Specialists LLCOct 2022 to now
- Cetera Investment Services LLCOct 2022 to now
- Cetera Wealth Services, LLCOct 2022 to now
- Lumberjack Johnny'sMar 2023 to Apr 2024
- Cetera Advisor Networks LLCJun 2021 to Oct 2022
- Voya Financial Advisors, Inc.Jan 2020 to Jun 2021
- Koehne Accounting & Tax Solutions LLCNov 2019 to Oct 2022
- Action Financial Strategies, LLCJul 2019 to Nov 2019
- Nylife Securities LLCApr 2019 to Nov 2019
- New York Life Insurance CoOct 2018 to Nov 2019
- Keller WilliamsDec 2016 to Oct 2018
- UnemployedSep 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 7030698
- Firm CRD
- 105644