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Nathan Bitner
Full name on record: Nathan Ryan Bitner
Financial advisor at Cetera Investment Advisers
Nathan Bitner has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Rockwall, Texas. Nathan has been with Cetera Investment Advisers since 2025; before that, Nathan spent four years at Avantax Advisory Services and a year at Charles Schwab & CO.. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 69 advisors with offices in Rockwall, and one of 62 fiduciaries.
At a glance
Experience19 years (since 2008)
How that compares ?More experience than 64% of advisors in Rockwall
Office1101 Ridge Rd. Suite 121, Rockwall, TX 75087
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Sep 2025 – nowCetera Investment Advisers LLCCurrent firm
- 2021 – 2025Avantax Advisory ServicesPreviously
- Feb 2020 – Jun 2021Charles Schwab & CO., Inc.Previously
- 2014 – 2019Avantax Advisory ServicesPreviously
- Oct 2012 – Oct 2013J.P. Morgan Securities LLCPreviously
- Apr 2012 – Oct 2012Chase Investment Services Corp.Previously
Contact Nathan
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Nathan. 1101 Ridge Rd. Suite 121Rockwall, TX 75087Office · Get directions
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Questions to ask Nathan
Tailored to Nathan’s registration and firm.
- 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
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About Nathan
How do I contact Nathan?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Nathan Bitner. Nathan works from the Rockwall, TX office.
How long has Nathan been a financial advisor?
Nathan has been in the industry since 2008, about 19 years. More experience than 64% of advisors in Rockwall.
What licenses does Nathan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Nathan a fiduciary?
Nathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nathan paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Nathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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