Jeremey Bullerman
Jeremey Bullerman is a registered investment advisor at Cetera Investment Advisers LLC, based in Waterloo, IA, with 33 years of industry experience. Jeremey 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
816 Tower Park Dr, Waterloo, IA, 50701
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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
Jeremey is the sole member of JJB Properties LLC (owner of an office building), President/CEO of Financial Resource Advisors LLC (securities, advisory, and insurance), and 100% owner of FRA Financial, Inc. He also dedicates minimal time to volunteer work, strategic planning for Integrated Accounting Solutions, and office building ownership for FRA Tower Park, LLC; Jeremey sells fixed insurance, life/health/long-term care.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Cigna Financial Advisors,inc.Broker
Birchtree Financial Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Multi-Financial Securities CorporationBroker
State Registrations43 states
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