Sheila Edelstein
Sheila Edelstein is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Oak Brook, IL, with 38 years of industry experience. Sheila 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
1200 Harger Road, Ste 209, Oak Brook, IL, 60523
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 ActivitiesSells Insurance
Sheila sells Equity Indexed Annuities through Avantax Insurance Agency and/or Avantax Insurance Services, dedicating minimal time. She also owns an accounting services/tax preparation business, taking nearly full-time, and is a 50% owner of investment property, dedicating minimal time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations5 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.