Sam Beard
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Cetera Investment Advisers LLCJan 2025 to now
- Cetera Wealth Services, LLCJul 2024 to now
- Omaha Country ClubMay 2018 to now
- Cetera Advisor Networks LLCAug 2023 to Jul 2024
- Renaissance FinancialJun 2023 to Aug 2023
- University of Nebraska-lincolnAug 2022 to May 2024
- Happy Hollow ClubJan 2022 to Aug 2022
- Dundee BankFeb 2021 to Jun 2021
- University of Nebraska At OmahaAug 2020 to May 2022
- Omaha Sports AcademyOct 2017 to Mar 2018
- Elkhorn High SchoolAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
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
- 7751769
- Firm CRD
- 105644