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Jeffrey Robert Buchheister

Chief Financial OfficerCetera Investment Management LLCCRD 4709900

About Jeffrey Robert Buchheister

Jeffrey Robert Buchheister is listed as Chief Financial Officer at Cetera Investment Management LLC in Schamburg, IL. Form ADV reports a beneficial ownership band of Under 5%. Jeffrey Robert Buchheister is associated with 4 registered advisers.

Reported ownership

Owns Under 5% of Cetera Investment Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jeffrey Robert Buchheister work?

Jeffrey Robert Buchheister is listed as Chief Financial Officer at Cetera Investment Management LLC on SEC Form ADV.

How much of Cetera Investment Management LLC does Jeffrey Robert Buchheister own?

Form ADV reports a beneficial ownership band of Under 5%.

Cetera Investment Management LLC

TitleChief Financial Officer
OwnershipUnder 5%
Control personYes
Since2021
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Cetera Advisory Services LLC

TitleCheif Financial Officer
OwnershipUnder 5%
Control personYes
Since2021
View Cetera Advisory Services LLC →

Cetera Investment Advisers LLC

TitleChief Financial Officer
OwnershipUnder 5%
Control personYes
Since2021
View Cetera Investment Advisers LLC →

Avantax Planning Partners, Inc.

TitleVice President
OwnershipUnder 5%
Control personYes
Since2025
View Avantax Planning Partners, Inc. →