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Amy Hebert

9 Years of Experience
Midland, MI
Broker

Amy Hebert is a registered investment advisor at Cetera Investment Advisers LLC, based in Midland, MI, with 9 years of industry experience. Amy 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

4015 Jefferson Ave, Midland, MI, 48640

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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

Amy is the owner of Hebert Wealth Advisors LLC, providing financial services and tax/accounting services since 2023. She also serves as treasurer for a non-profit organization (P.E.O.) since April 2025, dedicating minimal time to this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2016 - Present · 9 yrs 10 mos
Cetera Financial Specialists LLCBroker
August 2016 - Present · 9 yrs 11 mos
Cetera Financial Specialists LLC
August 2016 - Present · 9 yrs 11 mos
State Registrations11 states
FLGALAMIMNMOOHPASCTXVA
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.