Steven Perry
Steven Perry is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Hesston, KS, with 38 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
Firm Size
IM Fee
Assets Under Management
Location
357 North Old Highway 81, Hesston, KS, 67062
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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
Steven is a co-owner of Preheim & Perry Financial Group, Inc., offering investment and insurance products and services, dedicating full-time hours to this role. He also acts as power of attorney and executor for his mother, spending minimal time on these non-investment related activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Primeline Securities CORP.Broker
Protective Equity Services, INC.Broker
American Express Financial Advisors INC.Broker
State Registrations6 states
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