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(320) 234-2501
zephyrus@ceterais.com
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Dream | Plan | Invest

Our personalized financial roadmaps and portfolio management help you reach your dreams.

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Our Firm

Our Firm

As an independent firm, we are committed to offering complete objectivity and  impartial advice.

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Our Services

Our Services

We offer a full range of investment and financial services and have access to a wide array of solutions.

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Our Process

Our Process

We strive to build long-lasting relationships with our clients, offering education and guidance.

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Maxing Out Your 401(k)

One of the most popular questions we get is, “how much should I save in my 401(k)?” Making decisions in your 401k can feel daunting, but with a little guidance, you can take control of one of the most important tools...

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What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.
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Meet Our Team

Amanda Schueler

Amanda Schueler

Financial Advisor

(320) 583-7102

(320) 234-4426

Camille Sanchez

Camille Sanchez

Office Manager

(320) 234-2501

(320) 234-4426

Timothy Piehl

Timothy Piehl

Owner/Financial Advisor

(320) 583-8394

(320) 234-4426

Megan Piehl

Megan Piehl

Operations Assistant

Resources

Our goal is your success. Below are some resources to help you have a successful financial future.

Blogs

A collection of handpicked articles.

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Calculators

Calculate elaborate financial decisions with total calculation.

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Market Insights

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Tools & Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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"Financial freedom is available to those who learn about it and work for it."

- Robert Kiyosaki

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

"Look before, or you’ll find yourself behind."

- Benjamin Franklin

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