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
| Title | Chief Financial Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2021 |
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 |
Avantax Planning Partners, Inc.
| Title | Vice President |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |