Mackenzie Mertz
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 LLCAug 2025 to now
- University of Michigan - DearbornJul 2025 to now
- Cetera Wealth Services, LLCMay 2025 to now
- The Victors Volleyball Club LLCDec 2024 to now
- Fern Hill Golf ClubMay 2024 to now
- Island GrillApr 2024 to Jul 2024
- University of Michigan DearbornAug 2023 to Dec 2024
- UhyJun 2023 to Aug 2023
- Tap & Barrel GrillMay 2023 to Aug 2023
- Estate & Business Planning GroupMay 2022 to Jul 2022
- Kiwi's Pub & GrillMay 2022 to Jul 2022
- Shamrock PubOct 2020 to May 2023
- University of Michigan DearbronAug 2020 to Dec 2024
- Cedar Glen Golf ClubMay 2020 to May 2022
- Michigan Elite Volleyball ClubAug 2016 to Jun 2024
- Dakota High SchoolJan 2015 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7534758
- Firm CRD
- 105644