Jeffrey Severtson
Jeffrey Severtson is a registered investment advisor at Cetera Investment Advisers LLC, based in Minneapolis, MN, with 40 years of industry experience. Jeffrey 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
901 Marquette Ave, Suite 2800, Minneapolis, MN, 55402
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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
Jeffrey is an Investment Advisor Representative at Advisornet Financial Inc and a Registered Representative at Box Financial Advisors, spending full-time hours between the two. He also owns Severtson & Associates, refers clients to Choice Financial online banking (minimal time), and owns real estate which he leases to his son.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Advisornet Wealth Partners
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
New England SecuritiesBroker
G. R. Phelps & CO., INC.Broker
State Registrations16 states
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