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Alisha Schweizer

12 Years of Experience
BrokerSells Insurance

Alisha Schweizer is a registered investment advisor at Cetera Investment Advisers LLC, based in Springfield, TN, with 12 years of industry experience. Alisha 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

Springfield, TN

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History

Regulatory History
Clean regulatory record

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

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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 · 7 mos
Cetera Advisors LLC
August 2024 - Present · 1 yr 8 mos
Cetera Financial Specialists LLC
August 2024 - Present · 1 yr 8 mos
Cetera Wealth Services, LLC
August 2024 - Present · 1 yr 8 mos
Cetera Investment Services LLC
August 2024 - Present · 1 yr 8 mos
Cetera Advisors LLCBroker
August 2024 - Present · 1 yr 8 mos
Cetera Financial Specialists LLCBroker
August 2024 - Present · 1 yr 8 mos
Cetera Wealth Services, LLCBroker
August 2024 - Present · 1 yr 8 mos
Cetera Investment Services LLCBroker
August 2024 - Present · 1 yr 8 mos
Avantax Planning Partners, INC.
October 2021 - Present · 4 yrs 6 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

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.