Max Huebner
Investment adviser representative at Cetera Investment Advisers LLC
15 yearsExperience
5 statesRegistered 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
15 years in the industry.
- Scott Private WealthJan 2026 to now
- Cetera Investment Advisers LLCMar 2024 to now
- Cetera Advisors LLCDec 2019 to now
- Prosperity Advisors, LLCDec 2019 to now
- Comprehensive Retirement Solutions (crs)Mar 2022 to Jan 2023
- Kansas State UniversityAug 2019 to Dec 2021
- State Fair Community CollegeAug 2018 to Aug 2019
- Lutheran High School of Kansas CityMay 2018 to Aug 2018
- No EmploymentMar 2011 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 5 states (KS, MO, NC, OH, 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
- 7207636
- Firm CRD
- 105644