Unclaimed
Donald Scramstad is a financial advisor with Cetera Investment Advisers LLC. Donald has been working in the financial services industry since 1994. Donald is registered with both FINRA and the SEC and is licensed in Colorado and Minnesota. Donald is also a Registered Investment Advisor, and has worked with firms such as First Financial Equity Corporation, BancWest Investment Services, Inc., UBS Financial Services Inc. and Piper Jaffray & Co.
DETROIT LAKES, MN
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.
1
2
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (DETROIT LAKES MN)
CO
05/23/2011 - 04/20/2022
FIRST FINANCIAL EQUITY CORPORATION (GREENWOOD VILLAGE CO)
CO
03/13/2009 - 05/24/2011
BANCWEST INVESTMENT SERVICES, INC. (FORT COLLINS CO)
CO
08/12/2006 - 03/26/2009
UBS FINANCIAL SERVICES INC. (EVERGREEN CO)
CO
01/11/2000 - 08/12/2006
PIPER JAFFRAY & CO. (EVERGREEN CO)
MN
09/14/1996 - 09/04/2001
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
06/10/1994 - 07/09/1996
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 8/25/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/9/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Donald Scramstad is the right advisor for you? Invested Better is here to help.