ChooseAFinancialAdvisor.com
Advisors / Pennsylvania / Johnstown
3yrs

Anna Yoder

Financial advisor at Cetera Investment Advisers

Anna Yoder is a fiduciary financial advisor in Johnstown, Pennsylvania, with 3 years in the industry. Anna joined Cetera Investment Advisers in 2025, after a year at Avantax Advisory Services. 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 76 advisors with offices in Johnstown, and one of 60 fiduciaries.

Johnstown, PA 15901Fiduciary advisor

At a glance

Experience3 years (since 2024)
How that compares ?3 years in the industry
Office237 Johns Street Suite 3, Johnstown, PA 15901
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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Sep 2025 – now
  2. Jan 2025 – Sep 2025
    Avantax Advisory ServicesPreviously

Questions to ask Anna

Tailored to Anna’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Anna

How do I contact Anna?

Call Cetera Investment Advisers at (310) 257-7880 and ask for Anna Yoder. Anna works from the Johnstown, PA office.

How long has Anna been a financial advisor?

Anna has been in the industry since 2024, about 3 years. 3 years in the industry.

What licenses does Anna hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Anna a fiduciary?

Anna is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Anna paid?

Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Anna 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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