Ameriprise Financial Services
41yrs
Top advisor by experience in Olean
28yrs
Louis Joseph Proto
Financial advisor at Cetera Investment Advisers
At a glance
Experience28 years (since 1998)
How that compares ?Top 21% by experience nationwide
Office115 Times Square, Olean, NY 14760
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2023 – nowCetera Investment Advisers LLCCurrent firm
Questions to ask Louis
Tailored to Louis’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Louis
How do I contact Louis?
Call Cetera Investment Advisers at 310-257-7880 and ask for Louis Joseph Proto. Louis works from the Olean, NY office.
How long has Louis been a financial advisor?
Louis has been in the industry since 1998, about 28 years. Top 21% by experience nationwide.
What licenses does Louis hold?
Series 63. Tap any license on this page to see what it allows.
Is Louis a fiduciary?
Louis is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Louis paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Louis for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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