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Hunter Medlen

Advisor at Cetera

Updated today

Location

Zachary, LA

Credentials

Series 66

Industry experience

12 years

About

Hunter Medlen is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Hancock Whitney Bank, Pruco Securities LLC, Prudential Insurance Company of America, Park Ave Securities, and Guardian. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan and fiduciary solutions, and access to third-party money managers across various program structures.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

Zachary, LA

Most active in

Louisiana

Work history

Hancock Whitney Bank

2024 - Present (2 years)

Cetera Investment Services Llc

2024 - Present (2 years)

Cetera

2024 - Present (2 years)

Pruco Securities Llc

2017 - 2024 (7 years)

Prudential Insurance Company Of America

2017 - 2024 (7 years)

Park Ave Secruities

2016 - 2017 (1 year)

Guardian

2016 - 2017 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Saint Francisville, LA

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Options & derivatives strategies Real estate investing Active portfolio management Founder/Business Owner
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