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Shannah Susan Mollet-kreller

Cetera Investment Advisers LLC

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About Shannah Susan Mollet-kreller

Shannah Mollet-kreller is an investment advisor representative with Cetera Investment Advisers LLC. Shannah has been in the industry since 2011, and has worked at Cetera Financial Specialists LLC, Cetera Advisor Networks LLC and Cetera Advisors LLC. Shannah holds the Series 63, Series 65, Series 7, Series 24 and Series 53 securities licenses. Shannah is licensed to provide investment advisory services in 53 states and the District of Columbia. Shannah specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers and portfolio management for businesses and individuals.

Firm Information

Shannah Mollet-kreller 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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Shannah Mollet-kreller’s Registration & Firm History

MN

01/12/2023 - Present

Cetera Investment Advisers LLC (ST CLOUD MN)

MN

04/25/2012 - 03/19/2013

CETERA FINANCIAL SPECIALISTS LLC (SAINT CLOUD MN)

MN

10/03/2011 - 03/19/2013

CETERA ADVISOR NETWORKS LLC (SAINT CLOUD MN)

MN

10/03/2011 - 03/19/2013

CETERA ADVISORS LLC (SAINT CLOUD MN)

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Licenses & Designations

IA

Issued 11/17/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/22/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/12/2013

Series 53 - Municipal Securities Principal Examination

BC

Issued 02/25/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/18/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Shannah Susan Mollet-kreller. Review regulatory record here.
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