Company Overview of Cetera Investment Services LLC
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
Saint Cloud, MN 56301
Founded in 1984
Key Executives for Cetera Investment Services LLC
Chief Executive Officer and President
Senior Vice President of Business Development
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
Feb 5 15
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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