DB
Denise B. Barrows
CETERA INVESTMENT ADVISERS LLC
CHAMBERSBURG, PA 17201
Some features on this profile are disabled
CRD#: 2569201
DB
Professional summary
Denise Blust Barrows, CFP® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Chambersburg, Pennsylvania and CETERA WEALTH SERVICES, LLC located in Chambersburg, Pennsylvania.
Denise is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Denise has worked at 6 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
FOUR BEARS INVESTMENTS, LLC; POSITION: MEMBER NATURE: RENTAL REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/17/2007 ADDRESS: 238F Lakeshore Drive, Port Clinton OH 43452, US; I PREPARE THE PARTNERSHIP TAX RETURN & DECORATE. BARROWS SOLLENBERGER GROUP; POSITION: President NATURE: CPA firm INVESTMENT RELATED: No NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 40 START DATE: 08/01/1992 ADDRESS: 239 Lincoln Way East, Chambersburg PA 17201, US; Tax preparation, consulting, and accounting for individual and business clients BARROWS TROSTLE ADVISORS, LLC; POSITION: Member NATURE: Wealth Management Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 80 START DATE: 11/01/2017; ADDRESS: 239 Lincoln Way East, Chambersburg PA 17201, United States; DESCRIPTION: null FINANCIAL SERVICES INSTITUTE POSITION: Board of Directors NATURE: FSI is an organization that advocates for Independent Broker Dealers, Independent Financial Advisors and their clients. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2019; ADDRESS: 1201 Pennsylvania Ave NW, #700, Washington DC 20005, United States DESCRIPTION: Responsibilities include attendance at Board Meetings and phone calls to receive activity reports and approve initiatives to further the goals of the organization. Successfully engage with regulators and legislators to ensure that the clients of independent advisors have access to affordable financial advise. THE BARROWS SOLLENBERGER GROUP PC POSITION: President NATURE: CPA firm INVESTMENT RELATED: No NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 40 START DATE: 08/01/1992 ADDRESS: 239 Lincoln Way East, Chambersburg PA 17201, United States DESCRIPTION: Tax preparation & planning, consulting, and accounting for individual and business clients BARROWS TROSTLE ADVISORS LLC POSITION: Member NATURE: Wealth Management Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 90 SECURITIES TRADING HOURS: 80 START DATE: 11/01/2017 ADDRESS: 239 Lincoln Way East, Chambersburg PA 17201, United States DESCRIPTION: Wealth management services to individual and business clients including meetings and communications. Entity administration. BSV CPAs and Wealth Advisors LLC; Member; Entity holding company; NIR; 1; 0; 10/01/2025; 239 Lincoln Way East Chambersburg PA 17201; Management of the holding company alongside other members
CRS (Client Relationship Summary) - RIA
Click below to view Denise Blust Barrows's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1987
Experience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 239 Lincoln Way East, Chambersburg, PA 17201Office #2: 7100 Dale Ridge Rd Unit B4, Lancaster, TN 38569RIA
CRD#: 105644
CHAMBERSBURG, PA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 239 Lincoln Way East, Chambersburg, PA 17201BD
CRD#: 13572
CHAMBERSBURG, PA
Past
October 25, 2019 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
CHAMBERSBURG, PA
Past
October 25, 2019 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
CHAMBERSBURG, PA
Past
November 8, 2002 - October 25, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
CHAMBERSBURG, PA
Past
January 5, 1995 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
CHAMBERSBURG, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/5/2025)
RR
Colorado(9/5/2025)
RR
Delaware(10/23/2025)
RR
Florida(9/5/2025)
RR
Georgia(9/5/2025)
RR
Indiana(9/18/2025)
RR
Maryland(9/5/2025)
RR
Michigan(9/5/2025)
RR
Montana(9/18/2025)
RR
Nebraska(9/5/2025)
RR
Nevada(9/18/2025)
RR
New Jersey(9/5/2025)
RR
New York(9/5/2025)
RR
North Carolina(9/5/2025)
RR
Ohio(9/5/2025)
RR
Pennsylvania(9/5/2025)
IAR
Pennsylvania(9/5/2025)
RR
South Carolina(9/5/2025)
RR
Tennessee(9/5/2025)
IAR
Tennessee(9/5/2025)
RR
Virginia(9/5/2025)
RR
West Virginia(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
