Steven Nordbeck
Steven Nordbeck is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Palm Harbor, FL, with 39 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
33715 Us Highway 19 North, Palm Harbor, FL, 34684
Get directionsHistory
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 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
Cetera Investment Services LLCBroker
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Lasalle St Securities, L.L.C.Broker
Saperston Financial INC.Broker
Sovereign Equity Management CORP.Broker
Chatfield Dean & CO., INC.Broker
The Stuart-James Company, IncorporatedBroker
State Registrations33 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.
Exams
More Advisors
- Michael Urbanski, CFPEdward Jones
- Robert Basile, CFPBasile Financial Group, INC.
- Linda Goodson, CFPMorgan Stanley
- Josiah Sears, CFPMvrk Financial Consultants, LLC
- Michael Klimis, CFPOsaic Wealth, INC.
- Sean Davis, CFPLatitude Advisors, LLC