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Randy Sitzman

38 Years of Experience
Billings, MT
BrokerSells Insurance

Randy Sitzman is a registered investment advisor at Cetera Investment Advisers LLC, based in Billings, MT, with 38 years of industry experience. Randy 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

550 N. 31st Street Suite 530, Billings, MT, 59101

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Randy is a member/owner of RKS Properties LLC, a farm ownership business, dedicating minimal time. He is also the Owner/COO of FFEC Wealth Partners (financial services) and Principal/Owner of FFEC Insurance Agency, dedicating full-time and a few hours per week, respectively.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
April 2022 - Present · 4 yrs 1 mo
Cetera Wealth Services, LLCBroker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
April 2022 - June 2023 · 1 yr 2 mos
First Financial Equity Corporation
September 2008 - September 2022 · 14 yrs
Ffec Wealth Partners LLCBroker
September 2008 - October 2022 · 14 yrs 1 mo
Morgan Stanley & CO. Incorporated
April 2007 - September 2008 · 1 yr 5 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - September 2008 · 1 yr 5 mos
Morgan Stanley
April 2002 - April 2007 · 5 yrs
Morgan Stanley Dw INC.Broker
August 1993 - April 2007 · 13 yrs 8 mos
Smith Barney Shearson INC.Broker
July 1993 - August 1993 · 1 mo
Lehman Brothers INC.Broker
July 1987 - July 1993 · 6 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Randy Sitzman - Financial Advisor | TrueAdvisor