Jeffrey Robert Buchheister
Cheif Financial OfficerCetera Advisory Services LLCCRD 4709900
About Jeffrey Robert Buchheister
Jeffrey Robert Buchheister is listed as Cheif Financial Officer at Cetera Advisory Services LLC in El Segundo, CA. 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 Advisory Services LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jeffrey Robert Buchheister work?
Jeffrey Robert Buchheister is listed as Cheif Financial Officer at Cetera Advisory Services LLC on SEC Form ADV.
How much of Cetera Advisory Services LLC does Jeffrey Robert Buchheister own?
Form ADV reports a beneficial ownership band of Under 5%.
Cetera Advisory Services LLC
| Title | Cheif Financial Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2021 |
Cetera Investment Advisers LLC
| Title | Chief Financial Officer, Manager |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2021 |
Cetera Investment Management LLC
| Title | Chief Financial Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2021 |
Avantax Planning Partners, Inc.
| Title | Vice President |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |