Waymakers

You always find the way forward for your clients. You deserve a firm that does the same for you.

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In service to waymakers like you

Whatever your clients' dreams for the future, they look to you to help them clear obstacles and create the opportunities to get them there. We take the same approach to your success and help you do it in the way that's right for you.

We see things your way

Our service and support for you and your team is unwavering. We have the courage to publicly hold ourselves accountable to you, measuring our success against your expectations time and time again.

Advisor Star Rating

4.7 out of 5 stars in advisor satisfaction based on over 37,000 reviews*

“Cetera provides the tools for growth, but more importantly professional Growth Officers to help you implement those tools into all aspects of your business.“

Anthony Fauci

Anthony Fauci

Guided Professional Solutions, LLC

“Cetera has developed channels and platforms for any type of business you do. Whatever you are looking for, you should be able to find it at Cetera.”

Harlan Fischer

Harlan Fischer

Branch Financial Services, Inc.

“After 31 years in this industry, Cetera is the only firm I've seen that treats every single advisor with 'white glove' service.”

John Veirup

John Veirup

Cetera Investors

Choice, right from the very start

One size never fits all. Cetera gives you multiple ways to affiliate, plus additional options within each model to help you find the perfect fit.

Find Your Fit
Choice, right from the very start

Creating better ways for you to carry the day

Backed by time-saving tech and specialized support, you’ll find it easier to expand your capabilities and efficiencies in service to your clients' financial well-being and the growth of your business.

Search Icon

Find your growth levers

We’ll identify the areas with the most growth potential to help put the right resources and best practices to work for your business.

Learn More →

Mobile Banking

Tech to manage, and attract, business

Win prospects and gain wallet share by making it easier for clients to engage with you and their entire financial picture.

Learn More →

Money growth

Affiliate and grow on your terms

From hybrid to your own standalone RIA, you create the experience you want for your team and your clients.

Learn More →

Newsletter

Fill your pipeline with leads

Attract and engage motivated prospects through events and direct leads, with up to 100% cost reimbursement.

Learn More →

Teamwork

Succession and continuity planning

We can help you plan your succession to provide financial safety for your family or realize your business’ equity when you retire.

Learn More →

Movie

Make your brand in-demand

Create a multimedia marketing presence to drive measurable results attracting and engaging clients and prospects.

Learn More →

Analytics

Scalable advisory tools

Save time and gain scale within a single, unified advisory platform that gives you full flexibility and control.

Learn More →

Locator

Marketing as easy as point and click

Simplify advertising and staying connected with clients and prospects with the personalized support of our professional marketing services.

Learn More →

Market Forecast

High-touch support

Our in-office consulting and targeted support maximizes your bottom line by reducing practice-management burdens.

Request for Proposal

Guided compliance

Stay on the right side of regulation with supervisory teams that always endeavor to say “Yes, and here’s how.”

Learn More →

Portfolio

Institutional-grade advice

From fund selection to asset-allocation guidance to ready-made portfolios, we can help you solve for any client goal.

Learn More →

Connect

Strengthen client connections

Give your clients an interactive financial planning experience that fosters confidence and makes collaboration easy.

Learn More →

Sharing Idea

Provide clarity in the value you bring

Showcase the value of your service to clients with our informative research and insights.

Learn More →

Mobile Banking

Answer your clients’ biggest retirement question

You’ll be empowered to show clients, in a single meeting, how they can have enough money in retirement.

Learn More →

Solutions

Solve clients’ most complex challenges

Our in-house team of highly credentialed legal and tax specialists can help you solve clients’ most intricate needs.

Learn More →

Key To Success

Expand capabilities for business owners

Help business-owner clients enhance their operations with turnkey retirement plan solutions through our in-house TPA.

Learn More →

Growth
Search Icon

Find your growth levers

We’ll identify the areas with the most growth potential to help put the right resources and best practices to work for your business.



Learn More →
Mobile Banking

Tech to manage, and attract, business

Win prospects and gain wallet share by making it easier for clients to engage with you and their entire financial picture.



Learn More →
Money growth

Affiliate and grow on your terms

From hybrid to your own standalone RIA, you create the experience you want for your team and your clients.



Learn More →
Newsletter

Fill your pipeline with leads

Attract and engage motivated prospects through events and direct leads, with up to 100% cost reimbursement.



Learn More →
Teamwork

Succession and continuity planning

We can help you plan your succession to provide financial safety for your family or realize your business’ equity when you retire.



Learn More →
Movie

Make your brand in-demand

Create a multimedia marketing presence to drive measurable results attracting and engaging clients and prospects.



Learn More →
Analytics

Scalable advisory tools

Save time and gain scale within a single, unified advisory platform that gives you full flexibility and control.



Learn More →
Locator

Marketing as easy as point and click

Simplify advertising and staying connected with clients and prospects with the personalized support of our professional marketing services.



Learn More →
Market Forecast

High-touch support

Our in-office consulting and targeted support maximizes your bottom line by reducing practice-management burdens.



Request for Proposal

Guided compliance

Stay on the right side of regulation with supervisory teams that always endeavor to say “Yes, and here’s how.”



Learn More →
Portfolio

Institutional-grade advice

From fund selection to asset-allocation guidance to ready-made portfolios, we can help you solve for any client goal.



Learn More →
Connect

Strengthen client connections

Give your clients an interactive financial planning experience that fosters confidence and makes collaboration easy.



Learn More →
Sharing Idea

Provide clarity in the value you bring

Showcase the value of your service to clients with our informative research and insights.



Learn More →
Mobile Banking

Answer your clients’ biggest retirement question

You’ll be empowered to show clients, in a single meeting, how they can have enough money in retirement.



Learn More →
Solutions

Solve clients’ most complex challenges

Our in-house team of highly credentialed legal and tax specialists can help you solve clients’ most intricate needs.



Learn More →
Key To Success

Expand capabilities for business owners

Help business-owner clients enhance their operations with turnkey retirement plan solutions through our in-house TPA.



Learn More →

Onboard with confidence

You’ll appreciate the diligence of our Onboarding team to keep your move to Cetera smooth and fast. Their extremely high-touch Accesslink onboarding experience keeps your focus on your clients and your business, not your move.

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Man using Accesslink onboarding experience on tablet
 
 

Partner with a firm that lets you lead the way

You’re already creating a better future for your clients. Why not do the same for yourself? Connect with our Business Development Specialists to learn how our personalized approach can help you grow with the independence and support you need to create the business you want the way you want.

Matt
Matt Smith
Business Development
(848) 254-7557
Jascha
Jascha Wilson
Business Development
(657) 753-7021

*Based on Cetera's Support Center customer experience surveys, Nov. 10, 2020 – Jan. 31, 2025.

Start the future you want today.

Cetera Investors | Kansas City

13200 Metcalf Avenue Suite 280
Overland Park, KS 66213

(913) 906-9313

Let’s pursue your dreams

If you can dream about it, we can help you plan for it. We’ll turn your goals into flexible solutions for a stronger future.

Find strength in independence

All our financial professionals are independent, meaning they’re not limited to one company’s products or services. That gives them the freedom to ensure your goals drive their guidance and recommendations.

Gain confidence with holistic support

Wherever you are on your journey to financial success, from retirement planning to tax-smart investing, we’ll help clear a path forward. You can count on our years of experience helping others in the community strengthen their financial futures.

Committed to a better tomorrow

We’re your neighborhood financial professionals. Our partnership with you is built on trusted guidance rooted in clarity and transparency—and a personal interest in helping you puruse a stronger financial future.

​​

Brandon Zalesky

Branch Manager

Let's ConnectBroker Check

Start a partnership for your success

Learn how we can help you on your journey to greater financial well-being.

​​ Contact Us
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For Advisors

Build on our community connection.

Autonomy backed by support

Have it all without doing it all. We’ll provide everything you need to grow your business—plus a fully staffed office—while you own your own book, determine your revenue strategies, and focus on doing what’s best for your clients.

Expand your capabilities

A seamless technology ecosystem. Professional marketing solutions. A scalable unified advisory platform. The extensive resources of Cetera Investors let you accomplish more for your clients and yourself.

Advice-Centric Experience®

Support clients at every stage of the wealth cycle with our holistic, planning-based advice platform. Its easy-to-use technology empowers you to attract, engage, and guide clients within a seamless environment.

​​

Brandon Zalesky

Branch Manager

Let's ConnectBroker Check

Ready to start a conversation?

Learn how our Cetera Investors branch was designed to accelerate your success.

​​ Contact Us
​​
For Investors

Feel more confident in your financial future.

Your goals guide every decision

At Cetera Investors we’re your partners, not just your portfolio managers. We’ll work with you to create a personalized wealth management strategy designed to prepare you for your tomorrow—whatever your goals may be.

The independence to focus on you

No proprietary products. No sales quotas. No one to please other than you. All our financial professionals are independent, meaning your success is the only agenda.

Tax-smart solutions

We’ll explore strategies to help you keep more of what you make and make the most of what you have.

​​

Brandon Zalesky

Branch Manager

Let's ConnectBroker Check

Ready to start a conversation?

Learn why Cetera Investors is the right place to pursue your goals for greater financial well-being.

​​ Contact Us
​​
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