Cetera Wealth Services LLC
El Segundo, CA
Cetera Wealth Services LLC of El Segundo, CA is the broker of record on 94 Form 5500 Schedule A filings covering 90 employer benefit plans across 32 states, with $2,903,452 in reported broker commissions (plan year 2025).
Quick answer
Cetera Wealth Services LLC (El Segundo, CA) is the broker of record for 90 employer benefit plan sponsors on 94 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Cetera Wealth Services LLC have?
- Cetera Wealth Services LLC is named as broker on Form 5500 Schedule A filings for 90 distinct plan sponsors in 32 states.
- Who are Cetera Wealth Services LLC's largest employer clients?
- By plan participants, the largest include Futureplan Fiduciary Services, LLC (196,164 participants), Mayo Clinic (83,799 participants) and Nppg Plan Professionals, LLC (15,967 participants).
- How much does Cetera Wealth Services LLC earn in commissions?
- Insurers reported $2.9 million in broker commissions and $59,572 in fees paid to Cetera Wealth Services LLC for plan year 2025, per Schedule A Part 1.
- Where is Cetera Wealth Services LLC located?
- Cetera Wealth Services LLC is based in El Segundo, CA and has employer clients in 32 states.
- How does Cetera Wealth Services LLC rank among benefits brokers in California?
- Cetera Wealth Services LLC ranks #35 by employer clients among the 50 most active benefits brokers based in California.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Cetera Wealth 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 |
|---|---|---|---|
| Futureplan Fiduciary Services, LLC | MA | 196,164 | 2025-12-31 |
| Mayo Clinic | MN | 83,799 | 2025-12-31 |
| Nppg Plan Professionals, LLC | NJ | 15,967 | 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.