Cassandra Pasbrig
Investment adviser representative at Cetera Investment Advisers LLC
15 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
15 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Acc-u-rite Tax Service, Inc.Jun 2021 to now
- Avantax Insurance Agency And/or Avantax Insurance Services.Sep 2024 to Sep 2025
- DoordashFeb 2024 to May 2024
- Avantax Advisory ServicesJul 2021 to Sep 2025
- Avantax Investment Services, Inc.Jul 2021 to Sep 2025
- Martin Luther CollegeAug 2019 to May 2021
- Ultra Tool and ManufacturingJun 2019 to Jun 2021
- Willow Creek Child Care CenterMay 2018 to Apr 2019
- Torgerson Properties Inc dba Best Western New UlmSep 2017 to Sep 2018
- Delaware North SportserviceJun 2011 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7395917
- Firm CRD
- 105644