Cetera Investment Services LLC
Saint Cloud, MN
Cetera Investment Services LLC of Saint Cloud, MN is the broker of record on 21 Form 5500 Schedule A filings covering 12 employer benefit plans across 10 states, with $313,660 in reported broker commissions (plan year 2025).
Quick answer
Cetera Investment Services LLC (Saint Cloud, MN) is the broker of record for 12 employer benefit plan sponsors on 21 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Cetera Investment Services LLC have?
- Cetera Investment Services LLC is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors in 10 states.
- Who are Cetera Investment Services LLC's largest employer clients?
- By plan participants, the largest include The Eliza Jennings Senior Care Network (703 participants), Wonton Food Inc. (642 participants) and Arcadia Retirement Residence (623 participants).
- How much does Cetera Investment Services LLC earn in commissions?
- Insurers reported $313,660 in broker commissions and $384 in fees paid to Cetera Investment Services LLC for plan year 2025, per Schedule A Part 1.
- Where is Cetera Investment Services LLC located?
- Cetera Investment Services LLC is based in Saint Cloud, MN and has employer clients in 10 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Cetera Investment Services LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| The Eliza Jennings Senior Care Network | OH | 703 | 2025-12-31 |
| Wonton Food Inc. | NY | 642 | 2025-12-31 |
| Arcadia Retirement Residence | HI | 623 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.