DR
ChFC
DR
ChFC

Daniel Raeber

12 Years of Experience
Kansas City, MO
Broker

Daniel Raeber is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Kansas City, MO, with 12 years of industry experience. Daniel 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

3200 NE 83rd St Ste 215, Kansas City, MO, 64119

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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 Activities

Daniel works as a financial professional for Equity Financial Services since January 2023, spending full-time hours on this activity. A significant portion of this time is during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
January 2023 - Present · 3 yrs 6 mos
Previous Registrations
Cetera Advisors LLC
January 2023 - March 2024 · 1 yr 2 mos
Edward Jones
March 2014 - January 2023 · 8 yrs 10 mos
Edward JonesBroker
March 2014 - January 2023 · 8 yrs 10 mos
State Registrations21 states
AZCACOFLIAILINKSKYMIMNMOMTNCNENJNMNVOKTNTX
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.
Daniel Raeber - Financial Advisor | TrueAdvisor