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Steven Henningson

40 Years of Experience
Irvine, CA
BrokerSells Insurance

Steven Henningson is a registered investment advisor at Cetera Investment Advisers LLC, based in Irvine, CA, with 40 years of industry experience. Steven 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

220 Progress, Suite 150, Irvine, CA, 92618

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Steven sells fixed insurance, including life, annuities, and long-term care, dedicating a few hours per week. He is also involved with the Ronald Reagan Presidential Foundation, Concierge Wealth Management Group, The Effect Recovery Ministry, and CWM, LLC in various capacities, including asset management and financial services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cwm, LLC
July 2018 - Present · 7 yrs 10 mos
Cetera Wealth Services, LLCBroker
August 2004 - Present · 21 yrs 9 mos
Previous Registrations
Cetera Advisor Networks LLC
February 2020 - June 2023 · 3 yrs 4 mos
Sageview Advisory Group, LLC
April 2005 - July 2014 · 9 yrs 3 mos
Cetera Advisor Networks LLC
August 2004 - December 2018 · 14 yrs 4 mos
Citigroup Global Markets INC.
July 1993 - August 2004 · 11 yrs 1 mo
Citigroup Global Markets INC.Broker
July 1993 - August 2004 · 11 yrs 1 mo
Lehman Brothers INC.Broker
April 1988 - July 1993 · 5 yrs 3 mos
E. F. Hutton & Company INCBroker
September 1985 - April 1988 · 2 yrs 7 mos
State Registrations10 states
AZCAIDILMOORSCTXVAWA
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.
Steven Henningson - Financial Advisor | TrueAdvisor