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Paul Stageberg

34 Years of Experience
Willmar, MN
Broker

Paul Stageberg is a registered investment advisor at Cetera Investment Advisers LLC, based in Willmar, MN, with 34 years of industry experience. Paul 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

1690 South First Street, Willmar, MN, 56201

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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 Activities

Paul owns The Leader, developing newsletters for businesses, dedicating a few hours per week. He also reviews investment documents for a law firm at an hourly rate and talks to students about the stock market.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2014 - Present · 12 yrs 4 mos
Cetera Investment Services LLCBroker
March 2005 - Present · 21 yrs 2 mos
Previous Registrations
Cetera Investment Services LLC
January 2014 - January 2014 · 0 mos
Raymond James Financial Services, INC.Broker
February 1993 - March 2005 · 12 yrs 1 mo
Edward D. Jones & CO., L.P.Broker
June 1991 - February 1993 · 1 yr 8 mos
State Registrations13 states
AZCACOFLILMNMOMTNDNESDTXWI
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.
Paul Stageberg - Financial Advisor | TrueAdvisor