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Hailey Nicole Schmitt

Investment adviser representative at Cetera Investment Advisers LLC
9 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

9 years in the industry.

  1. Cetera Investment Advisers LLCJun 2024 to now
  2. Cetera Wealth Services, LLCMar 2024 to now
  3. Renaissance FinancialJan 2024 to now
  4. Mccormick Ranch Golf ClubMay 2025 to Sep 2025
  5. University of ArizonaAug 2023 to Mar 2024
  6. Palm Beach TanJun 2023 to Aug 2023
  7. Renaissance FinancialJun 2023 to Aug 2023
  8. University of ArizonaJan 2023 to Jun 2023
  9. Chandra AmannDec 2022 to Jan 2023
  10. University of ArizonaAug 2022 to Dec 2022
  11. State 48 Lager HouseMay 2022 to Aug 2022
  12. University of ArizonaJan 2022 to May 2022
  13. Mccormick Ranch Golf ClubMay 2021 to Jan 2022
  14. D1 Training ScottsdaleApr 2020 to Jan 2022
  15. Private NannyAug 2019 to Apr 2020
  16. Gainey NailsMay 2019 to Aug 2019
  17. Orange Tree Golf ResortFeb 2019 to May 2019
  18. Chaparral High SchoolAug 2018 to Feb 2019
  19. Hb WellnessMay 2018 to Aug 2018
  20. Chaparral High SchoolAug 2016 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (AZ, 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
7764457
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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