Tim Weinberg

36 Years of Experience

Roseburg, OR

1 DisclosureBrokerSells Insurance

Tim Weinberg is a registered investment advisor at Cetera Investment Advisers LLC, based in Roseburg, OR, with 36 years of industry experience. Tim 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.

Cetera Investment Advisers LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

10345 advisors

IM Fee

Planning only

Assets Under Management

$163.8B

Location

1632 NW Hughwood Ct Ste 4, Roseburg, OR, 97471

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 2023

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Tim owns Weinberg & Associates Financial Services Group, providing accounting, payroll, tax preparation, and business consultation, dedicating full-time hours. He also offers fixed life insurance through various insurance companies and is the owner of Hughwood Square, LLC, a commercial rental property, dedicating minimal time.

Employment History

Current Registrations

Cetera Investment Advisers LLC

June 2023 - Present · 2 yrs 11 mos

Cetera Wealth Services, LLCBroker

September 1989 - Present · 36 yrs 8 mos

Previous Registrations

Cetera Advisor Networks LLC

October 2009 - June 2023 · 13 yrs 8 mos

State Registrations7 states

AZCAMNORSCSDWA

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.

More financial advisors in Roseburg, OR →All financial advisors in Oregon →