Robert Shutte
Robert Shutte is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Allentown, PA, with 42 years of industry experience. Robert 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
Firm Size
IM Fee
Assets Under Management
Location
Allentown, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is an insurance agent selling life insurance since 2018. He is also the owner of Independent Financial Advisors, Inc. since 1997, spending nearly full-time hours on business activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
LPL Financial LLC
LPL Financial LLCBroker
United Securities Alliance, INC.
United Securities Alliance, INC.Broker
Independent Financial Advisors
Fsc Securities CorporationBroker
Financial Network Investment CorporationBroker
Chris Securities INC.Broker
Psi Securities CorporationBroker
Focus Securities, INC.Broker
Thomson Mckinnon Securities INC.Broker
Bnl Securities INC.Broker
Independent Financial Planners CorporationBroker
State Registrations9 states
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.