Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bret? Claim Your ProfileBret Steffenauer is a financial advisor registered with Cetera Investment Advisers LLC. Bret has been in the financial industry since August 29, 2000. Bret holds Series 65, Series 66 and Series 7 licenses as well as the SIE exam. Bret also holds a CPA license and operates an accounting business. Bret is registered as a financial advisor in Alabama, Arkansas, California, Colorado, Georgia, Illinois, Indiana, Kansas, Missouri, and Ohio. Cetera Investment Advisers LLC is a registered investment advisor. The firm has 6645 investment adviser representatives, 6626 registered representatives and 5928 investment advisory functions. Cetera Investment Advisers LLC has approximately $104,468,595,111 in assets under management. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
09/09/2022 - Present
Cetera Investment Advisers LLC (COLUMBIA IL)
IA
Issued 08/05/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/18/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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