Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert Joseph Stutzman

Cetera Investment Advisers LLC

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

About Robert Joseph Stutzman

Robert Stutzman is a financial advisor registered with Cetera Investment Advisers LLC. Robert has been in the financial industry since November 1983 and has experience in investment advice and financial planning. Robert's career began with Foresters Financial Services, Inc. and he currently serves as a registered representative for Cetera Investment Advisers LLC in Omaha, NE. Robert holds multiple licenses, including Series 6, 7, 24, 26, 63, and 66. Robert also holds the Certified Financial Planner designation. Robert is active in the industry and has a strong track record of success. Robert is committed to helping clients achieve their financial goals and has a passion for providing them with the best possible service.

Firm Information

Robert Stutzman is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a financial services firm headquartered in Schaumburg, Illinois. The firm offers a wide range of financial planning and investment advisory services to individuals, corporations, pension plans, and charitable organizations. Cetera manages over $104 billion in assets for clients. The firm has a large network of licensed financial advisors and investment advisory representatives, serving over 423,000 clients across the country.
Cetera Investment Advisers LLC

1450 AMERICAN LANE

SCHAUMBURG, IL 60173-2096

$104.47B

Assets Under Management

16,618

Total Clients

7,280

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

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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

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.

Robert Stutzman’s Registration & Firm History

NE

10/14/2021 - Present

Cetera Investment Advisers LLC (OMAHA NE)

NE

11/18/1983 - 06/20/2019

FORESTERS FINANCIAL SERVICES, INC. (RALSTON NE)

Not sure if Robert Joseph Stutzman is right for you?

Licenses & Designations

BOTH

Issued 06/14/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/23/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/15/1997

Series 24 - General Securities Principal Examination

BC

Issued 11/13/1985

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/1997

Series 7 - General Securities Representative Examination

BC

Issued 11/17/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Joseph Stutzman.
Not sure if Robert Joseph Stutzman is right for you?