Investment Services
Investing in your future
- Stocks and Bonds
- Mutual Funds
- Tax-Deferred Annuities
- Unit Investment Trusts
- Exchange-Traded Funds
- U.S. Government Securities
Pursuing your financial goals
- Asset Allocation Strategies
- Traditional IRAs
- Roth IRAs
- IRA Rollovers
- Retirement Planning
- College Funding
- Education IRAs
Helping protect your assets
- Money Management
- Estate Planning
- Financial Planning
- Life Insurance
- Disability Insurance
- Long-term Care Insurance
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful. Asset allocation is an investment strategy that will not guarantee a profit or protect you from loss. A diversified portfolio does not assure a profit or protect against loss in a declining market. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or tax advice.
See the background of all our investment professionals on FINRA's BrokerCheck.
Cetera Networks is a distinct community within Cetera Wealth Services, LLC. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 130 23rd Avenue SW, Rochester MN 55902, (507) 535-1460
Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.
This site is published for residents of the United States only. Registered Representatives of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at https://cetera.com/cetera-wealth-services/disclosures