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Bethany Todzia

4 Years of Experience
Dickson, TN

Bethany Todzia is a registered investment advisor at Cetera Investment Advisers LLC, based in Dickson, TN, with 4 years of industry experience. Bethany 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

112 South Main Street, Dickson, TN, 37055

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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

Bethany works as a Senior Accountant at Anchor Financial Group, LLC, providing investment advisory services including tax preparation. This is a full-time role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
January 2024 - September 2025 · 1 yr 8 mos
Kraft Asset Management, LLC
January 2022 - December 2023 · 1 yr 11 mos
State Registrations1 state
TN
Advisor

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.
Bethany Todzia - Financial Advisor | TrueAdvisor