linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Paul Anthony Sommerstad

Cerity Partners Retirement Plan Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Paul? Claim Your Profile

About Paul Anthony Sommerstad

Paul Sommerstad is an investment advisor representative with Cerity Partners Retirement Plan Advisors. Paul has been in the industry for over 6 years and is registered with the state of Illinois and Texas. Paul has passed the Series 65 exam, the Uniform Investment Adviser Law Examination. Cerity Partners Retirement Plan Advisors, with offices in Chicago and New York, offers retirement plan advisory services to a variety of clients, including corporations, government entities, and individuals. They provide a variety of advisory services including financial wellness coaching, pension consulting, and investment management.

Firm Information

Paul Sommerstad is currently registered with Cerity Partners Retirement Plan Advisors. Cerity Partners Retirement Plan Advisors is a retirement plan advisory firm based in New York, NY. The firm has 53 investment adviser representatives and specializes in pension consulting, financial wellness coaching and other advisory services. They primarily serve pension and profit-sharing plans (599 clients) and state or municipal government entities (2 clients), managing over $16 billion in assets.
Cerity Partners Retirement Plan Advisors

99 PARK AVENUE

NEW YORK, NY 10016

$16.22B

Assets Under Management

2

Total Clients

10

Total Financial Advisors

Services Offered

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

financial wellness coaching

Financial wellness coaching

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Paul Sommerstad’s Registration & Firm History

IL

12/06/2019 - Present

Cerity Partners Retirement Plan Advisors (CHICAGO IL)

Not sure if Paul Anthony Sommerstad is right for you?

Licenses & Designations

IA

Issued 12/18/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Anthony Sommerstad.
Not sure if Paul Anthony Sommerstad is right for you?