Isabella Van horn
Investment adviser representative at Cetera Investment Advisers LLC
12 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
12 years in the industry.
- Cetera Investment Advisers LLCJan 2025 to now
- Cetera Investment Services LLCNov 2022 to now
- UnemployedJun 2022 to Nov 2022
- Oregon State UniversityJan 2021 to Jun 2022
- Sherwin WilliamsNov 2020 to Jun 2022
- Reynolds Dog ResortOct 2018 to Jun 2019
- Chemeketa Community CollegeSep 2018 to Jun 2021
- Ken Wright CellarsJul 2018 to Sep 2020
- Sport Laughlin ArenaApr 2018 to Jul 2018
- Yamhill Carlton High SchoolSep 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 7657926
- Firm CRD
- 105644