Jeffery Stein
Jeffery Stein is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in St Louis Park, MN, with 39 years of industry experience. Jeffery 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
1600 Utica Ave S, 9th floor, St Louis Park, MN, 55416
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2008Other Business ActivitiesSells Insurance
Jeffery is an independent insurance agent selling fixed insurance products since 2011, dedicating minimal time to this. He is also the owner, CEO, and president of Stein Financial Group, LLC, selling insurance, securities, and investment products, taking about a quarter of his time. Finally, he works as a communication consultant for Stein Financial Group LLC, spending a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Aetna Financial Services, INC.Broker
Ing Financial Advisers, LLCBroker
Amev Investors, INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
State Registrations24 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.