Patricia Robertson
Patricia Robertson is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in East Troy, WI, with 38 years of industry experience. Patricia 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
East Troy, WI
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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 ActivitiesSells Insurance
Patricia co-owns a condo through Bristoll in the Dells, LLC, and pays utility bills and property taxes. Patricia is also an independent insurance agent since 1995, selling fixed insurance products full-time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Reliastar Financial Marketing CORP.Broker
State Registrations12 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.