Benefits brokerage · 4 offices
CETERA WEALTH SERVICES LLC
CETERA WEALTH SERVICES LLC is named as the broker of record on 27 insurance contracts across its 4 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| EL SEGUNDO | CA | 21 |
| No city on file | — | 3 |
| MORRISTOWN | NJ | 2 |
| WAUSAU | WI | 1 |
Book profile
CETERA WEALTH SERVICES LLC brokers 27 insured contracts for 26 employers, across 16 states, led by PA, NY, AL.
MINNESOTA LIFE INSURANCE COMPANY writes the most contracts in the book (8, about 30%); VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY, AMERICAN UNITED LIFE INSURANCE COMPANY, MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY follow.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| NEW AGE INVESTMENTS | MONTCLAIR, CA | EL SEGUNDO, CA | MINNESOTA LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| VISITING NURSE ASSOCIATION OF ALBANY, INC. | ALBANY, NY | EL SEGUNDO, CA | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2025 |
| BIPPUS STATE CORPORATION | HUNTINGTON, IN | EL SEGUNDO, CA | TRANSAMERICA LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| LEEDS HEALTH CARE SERVICES, INC. | NORTHUMBERLAND, PA | EL SEGUNDO, CA | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC | —FY2025 |
| MARIO FISCHETTI NURSERY, INC. | GLEN HEAD, NY | No city on file | JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORKAnnuity / GIC | —FY2025 |
more employers in CETERA WEALTH SERVICES LLC's book
See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)