Nicholas Justin Lobdell
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 LLCFeb 2025 to now
- Cetera Wealth Services, LLCFeb 2025 to now
- Robert LobdellFeb 2022 to now
- Concourse Financial Group Securities IncMar 2023 to Feb 2025
- Northwestern Mutual Investment Services IncDec 2022 to Jan 2023
- 604 ClubhouseOct 2022 to Dec 2022
- Concourse Financial Group Securities IncApr 2022 to Dec 2022
- Mekiko CantinaOct 2021 to Feb 2022
- UnemployedApr 2020 to Oct 2021
- Downbeat DinerApr 2018 to Mar 2020
- Jd RennovationsDec 2017 to May 2018
- Whole FoodsApr 2015 to Nov 2017
- Apb SkateshopMay 2013 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (HI).
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
- 7531324
- Firm CRD
- 105644