Cetera Wealth Partners

Q: What is Cetera Wealth Partners's official website?

Cetera Wealth Partners's official website is www.financialchad.com

Q: What is Cetera Wealth Partners's Revenue?

Cetera Wealth Partners's revenue is <$5 Million

Q: What is Cetera Wealth Partners's SIC code?

Cetera Wealth Partners's SIC: 62,628

Q: What is Cetera Wealth Partners's NAICS code?

Cetera Wealth Partners's NAICS: 52,523

Q: How many employees does Cetera Wealth Partners have?

Cetera Wealth Partners has 1-10 employees

Q: What industry does Cetera Wealth Partners belong to?

Cetera Wealth Partners is in the industry of: Finance , Securities Trading

Q: What is Cetera Wealth Partners competition?

Cetera Wealth Partners top competitors include: Voya Financial Advisors

Q: What technology does Cetera Wealth Partners use?

Some of the popular technologies that Cetera Wealth Partners uses are: Cloudflare Website Optimization, Enom DNS Hosting, Datadog, Google Font API

Q: How do I contact Cetera Wealth Partners?

Cetera Wealth Partners contact info: Phone number: (612) 324-5335 Website: www.financialchad.com

Q: What does Cetera Wealth Partners do?

Cetera Wealth Partners is a financial services firm headquartered in Redwood Falls, Minnesota. Providing objective advice since 1999, the company offers comprehensive financial management services, including investment and retirement planning, risk management, and estate conservation. It serves individuals across various generations and life stages... , helping clients develop cohesive financial strategies to pursue short- and long-term objectives. The firm delivers its value through a team-based approach to consulting, providing personalized roadmaps and ongoing advice to balance investment strategies with principal preservation. Read More

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

229 S Mill St, Redwood Falls, Minnesota,...

Phone Number

(612) 324-5335

Website

www.financialchad.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Cetera Wealth Partners

Cetera Wealth Partners is a financial services firm headquartered in Redwood Falls, Minnesota. Providing objective advice since 1999, the company offers comprehensive financial management services, including investment and retirement planning, risk management, and estate conservation. It serves individuals across various generations and life stages, helping clients develop cohesive financial strategies to pursue short- and long-term objectives. The firm delivers its value through a team-based approach to consulting, providing personalized roadmaps and ongoing advice to balance investment strategies with principal preservation.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Cetera Wealth Partners Org Chart

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Clare Sheridan

Senior Manager, Wealth

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Gary McDade

Senior Investment Executive

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Thomas Brennan

Manager, Private Wealth

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Jeffrey Chase

Registered Principal

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Registered Principal

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Wealth Management Specialist

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Investment Professional & Registered Represen...

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Financial With Cetera Wealth Partners Planner

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Investment Advisor & Representative

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Investment Advisor

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Financial Advisor

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Investment Advisor & Representative

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Financial Advisor

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Cetera Wealth Partners

<$5M

1-10

Private

Clare SheridanSenior Manager, Wealth

Voya Financial Advisors

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William HirschlerInvestment Advisor & Representative

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Cetera Wealth Partners Tech Stack

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Cloudflare Website Optimization

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Frequently Asked Questions Regarding Cetera Wealth Partners

What is Cetera Wealth Partners's official website?

Cetera Wealth Partners's official website is www.financialchad.com

What is Cetera Wealth Partners's Revenue?

Cetera Wealth Partners's revenue is <$5 Million

What is Cetera Wealth Partners's SIC code?

Cetera Wealth Partners's SIC: 62,628

What is Cetera Wealth Partners's NAICS code?

Cetera Wealth Partners's NAICS: 52,523

How many employees does Cetera Wealth Partners have?

Cetera Wealth Partners has 1-10 employees

What industry does Cetera Wealth Partners belong to?

Cetera Wealth Partners is in the industry of: Finance, Securities Trading

What is Cetera Wealth Partners competition?

Cetera Wealth Partners top competitors include: Voya Financial Advisors

What technology does Cetera Wealth Partners use?

Some of the popular technologies that Cetera Wealth Partners uses are: Cloudflare Website Optimization, Enom DNS Hosting, Datadog, Google Font API

How do I contact Cetera Wealth Partners?

Cetera Wealth Partners contact info: Phone number: (612) 324-5335 Website: www.financialchad.com

What does Cetera Wealth Partners do?

Is Cetera Wealth Partners a public company?

Cetera Wealth Partners is private company therefore does not currently have an official ticker symbol

See more information about Cetera Wealth Partners

Cetera Wealth Partners Latest Hires and Their Positions

Cetera Wealth Partners is expanding and recently hired new employees. Here are the latest additions to the team.

Thomas Brennan

Manager, Private Wealth

Joined Dec 1, 2025

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