Heidi Droel
Investment adviser representative at Cetera Investment Advisers LLC
9 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
9 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Truplan Financial AdvisorsFeb 2025 to now
- Mrk Financial SolutionsJan 2025 to now
- Avantax Advisory ServicesJan 2025 to Sep 2025
- Avantax Insurance Agency, LLCJan 2025 to Sep 2025
- Avantax Investment Services Inc.Jan 2025 to Sep 2025
- Csp & Associates IncFeb 2023 to Jan 2025
- Principal Securities IncNov 2022 to Jan 2025
- Csp & Associates IncNov 2022 to Jan 2023
- Robert HalfMar 2021 to Dec 2021
- Dragon Door PublicationsJul 2020 to Jan 2026
- Jefferson LinesFeb 2020 to Mar 2021
- Ally FinancialFeb 2018 to Jan 2020
- UnemployedJan 2018 to Jan 2018
- Wells Fargo Home MortgageSep 2017 to Dec 2017
- American TransportationJun 2017 to Sep 2017
- Ndx LaboratoriesJan 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7659031
- Firm CRD
- 105644