Penn Rettig
Penn Rettig is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Eugene, OR, with 41 years of industry experience. Penn 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
66 Club Rd, Suite #200, Eugene, OR, 97401
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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
Penn is a fixed insurance agent and co-grant advisor for donor advised funds, spending minimal time on this. Penn also owns Penntunes, a music and songwriting business, dedicating a few hours per week to it as a singer, songwriter, and guitarist.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
American Express Financial Advisors INC.Broker
Ids Financial Services INC.Broker
State Registrations6 states
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