Walter Bomgren
Walter Bomgren is a registered investment advisor at Cetera Investment Advisers LLC, based in Woodbury, MN, with 42 years of industry experience. Walter 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
Woodbury, MN
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2001Customer Dispute
March 2000Other Business ActivitiesSells Insurance
Walter is an investment advisory representative for AdvisorNet Financial Inc. and a registered representative for AdvisorNet Financial, Inc., dedicating full-time hours to these roles. He also sells life insurance, annuities, and long-term care as an insurance agent, and serves as treasurer and president for committees at North Heights Lutheran Church, spending minimal time on these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Advisornet Wealth Partners
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations7 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.