Robert Stoltman
Robert Stoltman is a registered investment advisor at Cetera Investment Advisers LLC, based in Rice, MN, with 39 years of industry experience. Robert 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
40 East Main St, Rice, MN, 56367
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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
Robert owns agricultural property as a landlord since 1998. He is also an independent insurance agent selling fixed insurance products, dedicating full-time hours to this. Robert is the owner of Stoltman Inc. DBA Stoltman Insurance & Investments, which he uses for securities and insurance sales, dedicating more than full-time hours to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Safeco Investment Services, INC.Broker
Iac Securities, INC.Broker
Woodbury Financial Services, INC.Broker
W. B. Starr Financial, INC.Broker
Morison Securities, INC.Broker
Bma Financial Services, INC.Broker
State Registrations2 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.