TC
CFP
TC
CFP

Theodore Chibnall

39 Years of Experience
St Louis, MO
BrokerSells Insurance

Theodore Chibnall is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in St Louis, MO, with 39 years of industry experience. Theodore 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

4171 Crescent Dr, Suite 200, St Louis, MO, 63129

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Theodore is the owner/representative of Wealth Plan Advisors Group, dedicating nearly full-time hours to financial services and fixed insurance. He also sells life, disability, annuities, and long-term care insurance as an insurance agent, and spends minimal time as owner/president of Wealthplan Advisors Group LLC for tax reporting purposes.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
January 2004 - Present · 22 yrs 6 mos
Previous Registrations
Cetera Advisors LLC
January 2004 - March 2024 · 20 yrs 2 mos
Vestax Securities Corporation
April 2001 - January 2004 · 2 yrs 9 mos
Vestax Securities CorporationBroker
April 2001 - January 2004 · 2 yrs 9 mos
New England SecuritiesBroker
August 1997 - April 2001 · 3 yrs 8 mos
Metlife Securities INC.Broker
July 1986 - August 1997 · 11 yrs 1 mo
Metropolitan Life Insurance CompanyBroker
July 1986 - August 1997 · 11 yrs 1 mo
State Registrations12 states
AZGAILKSLAMNMOMSOHTXVAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Theodore Chibnall - Financial Advisor | TrueAdvisor