Holly Elizabeth Ruckel
Investment adviser representative at Cetera Investment Advisers LLC
13 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
13 years in the industry.
- Cetera Investment Advisers LLCAug 2023 to now
- Cetera Wealth Services, LLCAug 2023 to now
- North Star Resource GroupApr 2021 to now
- University of AlabamaAug 2017 to now
- Minnesota Life Insurance CompanyApr 2021 to Aug 2023
- Securian Financial ServicesApr 2021 to Aug 2023
- Cri Securities LLCApr 2021 to Oct 2021
- Logan's RoadhouseJan 2020 to Mar 2020
- Jenna's Asian KitchenMay 2019 to Aug 2019
- Justinian Lane AssociatesMay 2019 to Aug 2019
- HebFeb 2015 to Dec 2018
- Cedar Park High SchoolAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (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
- 7362074
- Firm CRD
- 105644