Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Stoltman is an investment advisor representative with Cetera Investment Advisers LLC. Robert has been in the securities industry since June 3, 1986. Robert is registered with the state of Minnesota and Wisconsin. Prior to joining Cetera Investment Advisers LLC, Robert was employed with VOYA FINANCIAL ADVISORS, INC., SAFECO INVESTMENT SERVICES, INC., IAC SECURITIES, INC., WOODBURY FINANCIAL SERVICES, INC., W. B. STARR FINANCIAL, INC., MORISON SECURITIES, INC., and BMA FINANCIAL SERVICES, INC.
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
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (RICE MN)
MN
01/30/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (RICE MN)
MA
10/15/2001 - 01/28/2004
SAFECO INVESTMENT SERVICES, INC. (BOSTON MA)
IL
06/07/2001 - 10/22/2001
IAC SECURITIES, INC. (TINLEY PARK IL)
MN
04/27/1989 - 05/04/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
NA
12/11/1987 - 05/15/1989
W. B. STARR FINANCIAL, INC.
NA
02/27/1987 - 12/21/1987
MORISON SECURITIES, INC.
NA
05/01/1986 - 03/05/1987
BMA FINANCIAL SERVICES, INC.
IA
Issued 05/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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