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Weston Mathew Blosser

Cetera Investment Advisers LLC

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About Weston Mathew Blosser

Weston Blosser is a financial advisor with Cetera Investment Advisers LLC. Weston has been working in the financial services industry since 1999. Weston has a variety of experience, having previously worked at firms such as Summit Brokerage Services, Inc., Charles Schwab & Co., Inc., Ameriprise Financial Services, Inc., Northwestern Mutual Investment Services, LLC, Quasar Distributors, LLC, Icon Distributors, Inc., Founders Asset Management LLC, Janus Distributors, Inc., and MONY Securities Corp. Weston has a strong track record of providing financial advice to individuals and businesses. Weston is committed to providing personalized financial advice and helping clients reach their financial goals.

Firm Information

Weston Blosser is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

1033 Brittany Place

Fort Wayne, IN 46825

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Weston Blosser’s Registration & Firm History

IN

03/21/2024 - Present

Cetera Investment Advisers LLC (Fort Wayne IN)

CO

06/12/2018 - 12/03/2019

SUMMIT BROKERAGE SERVICES, INC. (DENVER CO)

CO

06/23/2014 - 09/15/2017

CHARLES SCHWAB & CO., INC. (LONE TREE CO)

MN

01/22/2010 - 06/04/2014

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

01/05/2009 - 08/03/2009

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MINNEAPOLIS MN)

ME

03/15/2006 - 02/25/2008

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

ME

11/04/2004 - 12/16/2004

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

CO

04/11/2002 - 09/13/2004

ICON DISTRIBUTORS, INC. (GREENWOOD VILLAGE CO)

CO

11/17/2000 - 11/07/2001

FOUNDERS ASSET MANAGEMENT LLC (DENVER CO)

CO

09/12/1996 - 11/10/2000

JANUS DISTRIBUTORS, INC. (DENVER CO)

NY

11/10/1995 - 12/20/1995

MONY SECURITIES CORP. (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/27/2014

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 4/22/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/11/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/17/2018

Series 53 - Municipal Securities Principal Examination

BC

Issued 3/16/2010

Series 24 - General Securities Principal Examination

BC

Issued 3/25/2009

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 1/26/2009

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 1/2/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 5/22/2003

Series 7 - General Securities Representative Examination

BC

Issued 11/9/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Weston Mathew Blosser.
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