Simon H Zahrbock
Investment adviser representative at Cetera Investment Advisers LLC
11 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
11 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- HK Wealth Management, LLCOct 2024 to now
- Turo RentalSep 2023 to now
- Haga Kommer, Ltd.May 2023 to now
- Avantax Advisory ServicesNov 2024 to Sep 2025
- Avantax Investment Services Inc.Nov 2024 to Sep 2025
- Emerging PrairieJan 2023 to May 2023
- Starion BankMay 2022 to Jan 2023
- Northwestern MutualAug 2021 to May 2022
- Roers ConstructionApr 2021 to Aug 2021
- Concordia CollegeAug 2019 to May 2023
- Marshall Municipal UtilitiesMay 2019 to Aug 2019
- Tzclothing LLCApr 2019 to Jun 2021
- Pizza HutMay 2017 to Jun 2018
- Marshall High SchoolAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7417221
- Firm CRD
- 105644