Alexander Daniel Barrett

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

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 LLCAug 2024 to now
2. Cetera Wealth Services, LLCJul 2024 to now
3. Nivo Solar LLCMay 2023 to Apr 2024
4. University of KentuckyJan 2023 to May 2024
5. Jimmy John'sAug 2022 to Nov 2022
6. Genesis Health ClubsMay 2022 to Jun 2022
7. Kung Fu TeaApr 2022 to May 2022
8. Sarpino's PizzeriaMay 2021 to Aug 2022
9. Heartland Soccer AssociationMay 2021 to Jun 2021
10. N/aAug 2020 to May 2021
11. Jewish Community CenterMay 2020 to Aug 2020
12. N/aJan 2020 to May 2020
13. Buffalo Wild WingsDec 2019 to Jan 2020
14. N/aMay 2019 to Dec 2019
15. Charlie's Car WashAug 2018 to May 2019
16. Deanna Rose Children's FarmsteadMar 2018 to Aug 2018
17. N/aDec 2017 to Mar 2018
18. Heartland Soccer AssociationAug 2014 to Dec 2017

Exams passed

• Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (KS, TX).

Cetera Investment Advisers LLC

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

7942438

Firm CRD

105644