AS
AS

Alisha Schweizer

11 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

3200 Olympus Blvd., Suite 100, Dallas, TX, 75019

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Alisha sells equity/fixed indexed annuities and other fixed insurance products. She dedicates minimal time to annuity sales and a few hours per week to other fixed insurance products.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 5 mos
Cetera Advisors LLC
August 2024 - Present · 1 yr 6 mos
Cetera Financial Specialists LLC
August 2024 - Present · 1 yr 6 mos
Cetera Wealth Services, LLC
August 2024 - Present · 1 yr 6 mos
Cetera Investment Services LLC
August 2024 - Present · 1 yr 6 mos
Cetera Advisors LLCBroker
August 2024 - Present · 1 yr 6 mos
Cetera Financial Specialists LLCBroker
August 2024 - Present · 1 yr 6 mos
Cetera Wealth Services, LLCBroker
August 2024 - Present · 1 yr 6 mos
Cetera Investment Services LLCBroker
August 2024 - Present · 1 yr 6 mos
Avantax Planning Partners, INC.
October 2021 - Present · 4 yrs 4 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
May 2014 - October 2019 · 5 yrs 5 mos
1st Global Capital CORP.Broker
March 2014 - October 2019 · 5 yrs 7 mos
State Registrations4 states
INTNTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alisha Schweizer - Financial Advisor | TrueAdvisor