Allison Marie Oberembt
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm assets
Are you Allison Marie Oberembt? Claim your profile
Contact this firm
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
11 years in the industry.
- Cetera Investment Advisers LLCAug 2023 to now
- Cetera Wealth Services, LLCAug 2023 to now
- Diamond State Financial GroupJul 2021 to now
- Minnesota Life Insurance CoJul 2021 to Aug 2023
- Securian Financial Services IncJul 2021 to Aug 2023
- RossJun 2020 to Jun 2020
- LoftFeb 2020 to Dec 2021
- Elie SaabJan 2020 to Jan 2020
- Simm AssociatesAug 2018 to Nov 2019
- Piree's Piri Piri GrillJul 2015 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (DE).
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
- 7414552
- Firm CRD
- 105644