Stephen Wierhake
Stephen Wierhake is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Punta Gorda, FL, with 39 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
Firm Size
IM Fee
Assets Under Management
Location
Punta Gorda, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2009Other Business Activities
Stephen is an artist, spending a few hours per week on drawing and pastel painting. He is also a managing partner at Clear View Financial Services, LLC, dedicating nearly full-time hours to this role, and the president of Port Charlotte Sunrise Kiwanis, a non-profit organization, spending a few hours per week on this activity. Stephen also organizes luncheons for CPAs, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
H&r Block Financial Advisors, INC.Broker
Fortis Investors, INC.Broker
State Registrations18 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.