Rita Schoiack
Rita Schoiack is a registered investment advisor at Cetera Investment Advisers LLC, based in Heppner, OR, with 32 years of industry experience. Rita 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
430 W Linden Way, Heppner, OR, 97836
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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
Rita is involved in several outside business activities, including volunteering at a church, schools, and a women's organization. Rita also sells fixed annuities and long-term care insurance, and operates under the DBA Blue Mountain Investment Management, LLC as a financial advisor.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Primevest Financial Services, INC.Broker
Primevest Financial Services, INC.
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
U.S. Bancorp Piper Jaffray INC.Broker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp SecuritiesBroker
State Registrations6 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.