Andrew R Copeland
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 LLCApr 2026 to now
- Cetera Wealth Services, LLCApr 2026 to now
- Renaissance FinancialApr 2026 to now
- Stifel FinancialAug 2024 to Apr 2026
- Clifton Larson AllenJan 2024 to Apr 2024
- Adamantine Spine MovingJun 2023 to Jan 2024
- Clifton Larson AllenJan 2023 to Apr 2023
- Imos PizzaMay 2022 to Aug 2022
- Drake UniversityAug 2020 to May 2024
- Affton Athletic AssociatonJun 2018 to Aug 2018
- Holy Cross AcademyMay 2018 to Aug 2021
- UnemployedNov 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7977246
- Firm CRD
- 105644