SN
CFP
SN
CFP

Steven Nordbeck

38 Years of Experience
Palm Harbor, FL
Broker

Steven Nordbeck is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Palm Harbor, FL, 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

33715 Us Highway 19 North, Palm Harbor, FL, 34684

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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 Activities

Steven owns 50% of DALA LLC with his spouse, which is an equestrian boarding and training business.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2014 - Present · 12 yrs 5 mos
Cetera Investment Services LLCBroker
February 2014 - Present · 12 yrs 5 mos
Previous Registrations
CUNA Brokerage Services, INC.
April 2001 - February 2014 · 12 yrs 10 mos
CUNA Brokerage Services, INC.Broker
January 2001 - February 2014 · 13 yrs 1 mo
Lasalle St Securities, L.L.C.Broker
October 1997 - January 2001 · 3 yrs 3 mos
Saperston Financial INC.Broker
September 1994 - October 1997 · 3 yrs 1 mo
Sovereign Equity Management CORP.Broker
August 1992 - October 1994 · 2 yrs 2 mos
Chatfield Dean & CO., INC.Broker
November 1990 - August 1992 · 1 yr 9 mos
The Stuart-James Company, IncorporatedBroker
July 1987 - December 1990 · 3 yrs 5 mos
State Registrations33 states
AKALAZCACOCTFLGAHIIAIDILKYMAMDMEMIMNMTNCNHNJNMNYOHPARISCTXVAWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Steven Nordbeck - Financial Advisor | TrueAdvisor