Jeffrey Stohr
Jeffrey Stohr is a registered investment advisor at Cetera Investment Advisers LLC, based in New Brighton, MN, with 24 years of industry experience. Jeffrey 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
500 Main St Ste 100, New Brighton, MN, 55112
Get directionsHistory
Regulatory History (1)
Criminal
August 1989Other Business ActivitiesSells Insurance
Jeffrey sells fixed insurance products, including life, health, disability, annuities, and long-term care, since 2020. He also works as an advisor for Mill City Investment Services and as a registered representative and financial professional for Servion Group and City & Country Credit Union, spending nearly full-time hours across these financial services roles.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
AXA Distributors, LLCBroker
Symetra Investment Services, INC.Broker
Transamerica Capital, INC.Broker
Woodbury Financial Services, INC.Broker
Hartford Life Distributors, LLCBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations35 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.