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Nicholas Allen Witte

Investment adviser representative at Cetera Investment Advisers LLC
10 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

10 years in the industry.

  1. Cetera Investment Advisers LLCAug 2023 to now
  2. Cetera Wealth Services, LLCAug 2023 to now
  3. Renaissance Financial CorpJun 2020 to now
  4. Minnesota Life Insurance CompanyJun 2020 to Aug 2023
  5. Securian Financial Services IncJun 2020 to Aug 2023
  6. State FarmMar 2020 to May 2020
  7. Full Time EducationSep 2019 to Mar 2020
  8. Renaissance FinancialJun 2019 to Aug 2019
  9. Full Time EducationSep 2018 to May 2019
  10. St. Louis Print GroupMay 2018 to Aug 2018
  11. Full Time EducationSep 2017 to Apr 2018
  12. St. Louis Print GroupMay 2017 to Aug 2017
  13. Full Time EducationSep 2016 to Apr 2017

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 2 states (MO, 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
7089969
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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