TB
TB

Tabetha Berge

7 Years of Experience
Casper, WY
Broker

Tabetha Berge is a registered investment advisor at Cetera Investment Advisers LLC, based in Casper, WY, with 7 years of industry experience. Tabetha 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

600 East 1st Street, Casper, WY, 82601

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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 Activities

Tabetha is a signer for the Stratford Arms homeowners association and refers advisors through Pathfinder Investments LLC. She is also a member/owner of 600 E. 1ST STREET PARTNERS, LLC, which owns a commercial building, and a board member for Wyoming Capital Access, a lender providing SBA loans.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr
Previous Registrations
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
February 2019 - October 2019 · 8 mos
1st Global Capital CORP.Broker
October 2018 - October 2019 · 1 yr
State Registrations1 state
WY
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.