Deanna Pickering
Deanna Pickering is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Bozeman, MT, with 20 years of industry experience. Deanna 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
Firm Size
IM Fee
Assets Under Management
Location
1716 W Main Street, Ste 5, Bozeman, MT, 59715
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Deanna is involved in several business activities, including serving as treasurer for Blue Envelope Health Fund, selling equity indexed annuities, and being a member/owner of Moment in Time, LLC (real estate). She also dedicates full-time hours to Pathfinder Investment Advisors, Pickering Wealth Management, LLC, and Porter, Muirhead, Cornia and Howard.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations25 states
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