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Rebecca Benvie

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.

  1. Cetera Investment Advisers LLCSep 2025 to now
  2. Cetera Wealth Services, LLCFeb 2025 to now
  3. North Star Resource GroupSep 2023 to now
  4. Student At Saint Catherine UniversitySep 2019 to now
  5. Cetera Advisor Networks LLCSep 2023 to Feb 2025
  6. Saint Catherine UniversityFeb 2020 to Nov 2023
  7. True Friends CampMay 2019 to Sep 2019
  8. Call Center Resource GroupOct 2015 to Apr 2019
  9. Northern Lights Elementary SchoolSep 2015 to May 2019
  10. Student At Superior High SchoolSep 2014 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2025

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
7806348
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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