Ryan Montgomery
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
- Mfg Financial AdvisorsJun 2023 to now
- Midwest Financial Group LLCMay 2023 to now
- Avantax Advisory ServicesAug 2023 to Sep 2025
- Avantax Investment Services Inc.Aug 2023 to Sep 2025
- UnemployedMar 2022 to May 2023
- Chase BankOct 2021 to Mar 2022
- UnemployedFeb 2021 to Oct 2021
- Ic SystemAug 2020 to Jan 2021
- UnemployedSep 2019 to Jul 2020
- Anderson WindowsMay 2019 to Sep 2019
- UnemployedOct 2017 to May 2019
- Five BelowJun 2017 to Oct 2017
- UnemployedMar 2015 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
- 7738952
- Firm CRD
- 105644