HC
CFP
HC
CFP

Heather Croke

22 Years of Experience
Minneapolis, MN

Heather Croke is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Minneapolis, MN, with 22 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1300 Godward St NE, Suite 6650, Minneapolis, MN, 55413

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2026 - Present · 4 mos
Previous Registrations
Commonwealth Financial Network
July 2024 - January 2026 · 1 yr 6 mos
Valmark Securities, INC.Broker
February 2015 - December 2018 · 3 yrs 10 mos
Boulay Financial Advisors, LLC
January 2014 - February 2023 · 9 yrs 1 mo
1st Global Capital CORP.Broker
December 2001 - February 2015 · 13 yrs 2 mos
State Registrations1 state
MN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.