Steven Rundle
Steven Rundle is a registered investment advisor at Cetera Investment Advisers LLC, based in Billings, MT, with 39 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
550 N. 31st Street, Suite 500, Billings, MT, 59101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven works as a financial professional at FFEC Wealth Partners since April 2022, providing financial services. This requires a full-time commitment.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
First Financial Equity Corporation
First Financial Equity CorporationBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations12 states
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