MZ
MZ

Myles Zlepper

34 Years of Experience
Saint Louis, MO
BrokerSells Insurance

Myles Zlepper is a registered investment advisor at Cetera Investment Advisers LLC, based in Saint Louis, MO, with 34 years of industry experience. Myles 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

11433 Olde Cabin Road Ste 250, Saint Louis, MO, 63141

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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

Myles works as an independent insurance agent, selling fixed insurance products since 2009. This activity is nearly full-time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
June 2021 - Present · 4 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
September 2007 - June 2021 · 13 yrs 9 mos
Voya Financial Advisors, INC.Broker
January 2004 - June 2021 · 17 yrs 5 mos
Locust Street Securities, INC.Broker
October 2002 - January 2004 · 1 yr 3 mos
Lifemark Securities CORP.Broker
May 2001 - October 2002 · 1 yr 5 mos
Robert W. Baird & CO. IncorporatedBroker
February 1999 - May 2001 · 2 yrs 3 mos
Northwestern Mutual Investment Services, LLCBroker
December 1992 - May 2001 · 8 yrs 5 mos
Carillon Investments, INC.Broker
February 1992 - December 1992 · 10 mos
State Registrations11 states
AZCOFLIAILKYMONYOHRITX
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.
Myles Zlepper - Financial Advisor | TrueAdvisor