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March 29, 2015 10:44 AM ET

Capital Markets

Company Overview of Cetera Investment Services LLC

Company Overview

Cetera Investment Services LLC, a broker-dealer and RIA company, provides customized investment and insurance solutions to financial institutions in the United States. The company offers solutions in the areas of education and training, practice management, sales support, marketing, and compliance for financial professionals; and wealth management programs. It serves banks and credit unions. The company was formerly known as PrimeVest Financial Services, Inc. and changed its name to Cetera Investment Services LLC in December 2012. The company was founded in 1984 and is headquartered in Saint Cloud, Minnesota. Cetera Investment Services LLC operates as a subsidiary of Cetera Financial Group, ...

400 1st Street South

Suite 300

Saint Cloud, MN 56301

United States

Founded in 1984

Phone:

320-656-4300

Fax:

320-656-4002

Key Executives for Cetera Investment Services LLC

Chief Executive Officer and President
Chief Financial Officer
Director of Operations
Senior Vice President of Business Development
Age: 56
Director of Business Development
Compensation as of Fiscal Year 2014.

Cetera Investment Services LLC Key Developments

Cetera Financial Institutions Appoints Kyle Hallman as Senior Regional Vice President of Business Development

Cetera Financial Institutions, a member of Cetera Financial Group, announced the addition of Kyle Hallman as Senior Regional Vice President of Business Development, effective immediately. In this role, Mr. Hallman will oversee the recruitment of bank and credit union-based investment programs to the Cetera Financial Institutions platform. Prior to joining Cetera Financial Institutions, Mr. Hallman worked for Synovus Securities and managed 60 financial advisors.

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Recent Private Companies Transactions

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Date
Target
No transactions available in the past 12 months.
 

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