Office information7301 Ohms Ln.
Edina, MN 55439
|Monday||9:00 am - 5:00 pm|
|Tuesday||9:00 am - 5:00 pm|
|Wednesday||9:00 am - 5:00 pm|
|Thursday||9:00 am - 5:00 pm|
|Friday||9:00 am - 5:00 pm|
Edina, Minnesota Branch
Branch Address7301 Ohms Ln.
Edina, MN 55439
Edina, Minnesota Branch
Sylvester ThomasBranch Manager
The Twin Cities Branch of Cetera® Investors is managed by Sylvester Thomas Jr. LUTCF. He has 33 years of experience in the role and has spent over 37 years in the financial industry. At Cetera Investors, we believe that our clients deserve more than a financial solutions provider—they deserve a partner who will help them prosper and improve their community. Schedule an appointment today to discover the Cetera Investors difference.
Services offered at this branch:
Ongoing education and training:
Our team stays up to date on the latest industry information and trends through on-demand training and live workshops and events—all designed to help us serve your needs better.
Your financial professional is backed by teams who can offer specialized guidance on complex financial scenarios, like tax and estate planning, insurance options, and more.
Support for retirement plans:
Cetera's experienced team of retirement specialists and technology tools can support small business owners and the retirement plan benefits they offer employees.
Technology that keeps you in sync:
Our proprietary platform, AdviceWorks™, ensures you're always connected with your professional—view your account information at any time, from any device and keep track of reports, statements, and other important financial information.
Our in-house research team, Cetera Investment Management, supports your financial manager with a wealth of independent, objective research and advice designed to make sense out of the complex, often-changing economic landscape.
About Cetera® Financial ManagementCetera Investment Management LLC is an SEC registered investment adviser owned by Cetera Financial Group®. Cetera Investment Management provides market perspectives, portfolio guidance, model management, and other investment advice to its affiliated broker-dealers, dually registered broker-dealers and registered investment advisers.
Financial Manager in Edina, MN
It’s easy to feel like a small fish in a big pond in the land of 10,000 lakes—but when it comes to managing your finances, our team of financial professionals in Edina puts you front and center. Cetera® Investors provides exceptional client communication and direct support so you can have peace of mind knowing your assets are taken care of.
Edina’s financial managers are equipped with proprietary software and industry-leading resources that are designed to help strengthen your investment portfolio. When it comes to your money, you want to be in charge, but that doesn’t mean you have to go it alone. Our wealth professionals work in your best interest to create a customized financial plan to fit your goals and needs. That’s what puts Cetera Investors ahead of the rest.
Cetera Investors Frequently Asked Questions
Cetera Investors is a team of financial managers who partner with you to provide financial advice, so you can work toward your vision of success. From investment management assistance to financial solutions services, our financial managers in Edina are here to help you pursue your dreams. Backed by Cetera Investors' nationwide network, you can relax knowing our wealth managers work diligently to monitor your assets and seek opportunities for growth. If you can envision the financial future you want, we can devise a plan that can help you get there.
Serving the Twin Cities of Minneapolis and St. Paul, along with Edina, Bloomington, and surrounding areas, Cetera Investors is your trusted neighborhood financial professional. At Cetera Investors, we're a family, and when you choose us, you join a team that can push you forward. With an Advice-Centric Experience® framework, our wealth managers are with you every step of the way.
When it comes to trusting someone with your assets, you want to make sure you make the right decision. At Cetera Investors, our financial managers maintain open lines of communication, stay up-to-date on industry news and trends, and use proprietary software and cutting-edge technology to make sound decisions backed by data. With this reputation, you know your funds are working hard.
Financial solutions aren’t the same for everyone, either. This is why you need a wealth manager who will create a personalized plan just for you. Cetera Investors' team of financial professionals has access to our national suite of financial tech platforms and management tools to develop a growth strategy and confirm your assets are exactly where they need to be.
You also want a financial professional close to you. Located right off of Minnesota 100 on Ohms Lane, our office is centrally located in the heart of Edina. Headed by branch manager Sylvester Thomas, the Twin Cities Office of Cetera Investors is ready to help get your financial future moving in the right direction.
Rather than employing a one-size-fits-all model, Cetera Investors prides itself on individualized attention in order for you to succeed. Choosing one of our financial professionals is a great way to strengthen your investment portfolio. Equipped with cutting-edge tools and backed by years of experience, Cetera Investors' Edina financial professionals offer a customized solution for your business or personal needs. With your interests first, you can be confident that your assets are allocated well.*
Our suite of proprietary platforms and tools designed to help you include:
- AdviceWorks™: This proprietary platform ensures you're always connected with your manager—view your account information at any time from any device and keep track of reports, statements, and the info you need to keep an eye on your finances.
- Independent research: Our in-house research team, Cetera® Investment Management, supports your financial manager with a wealth of independent research and advice designed to make sense out of the complex economic landscape. They offer insights that promote your financial well-being.
- Experienced specialists: Your financial manager is backed by teams who can offer specialized guidance on complex financial scenarios, like tax and estate preparation, insurance options, and more.**
- Support for retirement plans: Cetera’s experienced team of retirement specialists and technology tools can support small business owners and the retirement plan benefits they offer employees.
- Ongoing education and training: Our team of professionals stays on the cutting edge of industry information and trends through on-demand training, live workshops, and educational events—all designed to help our managers meet your needs.
How Do I Get Started with Cetera Investors?
With these tools in hand, you’ll be able to track and take control of your finances. Our financial managers in Edina can then turn strategies into action by delivering tailored advice with robust wealth management and advanced planning capabilities. Using these efficient technology tools and proprietary software, we can help you get ahead. Working with Cetera Investors’ team of financial professionals can make your money work smarter, not just harder. Call us today at 952.830.3440 to see what your financial future holds.
*Asset allocation, which is driven by complex mathematical models, cannot eliminate the risk of fluctuating prices and uncertain returns.
**For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Investors nor any of its representatives may give legal or tax advice.