SC
CFP
SC
CFP
Stephen Canakes
43 Years of Experience
Urbandale, IA
1 DisclosureBrokerSells Insurance
Stephen Canakes is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Urbandale, IA, with 43 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
2400 86th Street, Suite 21, Urbandale, IA, 50322
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2002Closed-No Action
Other Business ActivitiesSells Insurance
Stephen is a fixed insurance agent and a financial professional at Key Financial Services since 2000. He spends nearly full-time hours per week on this activity, with most of those hours during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
May 1983 - Present · 43 yrs
Previous Registrations
Cetera Advisors LLC
January 2001 - March 2024 · 23 yrs 2 mos
Domestic International CORP.Broker
September 1982 - October 1983 · 1 yr 1 mo
State Registrations14 states
CACOFLGAIAILINMNMONESCTNTXUT
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.