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Anh Le

15 Years of Experience
Creve Coeur, MO
BrokerSells Insurance

Anh Le is a registered investment advisor at Cetera Investment Advisers LLC, based in Creve Coeur, MO, with 15 years of industry experience. Anh 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

12400 Olive Blvd, Suite 320, Creve Coeur, 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

Anh is an Equity Indexed Annuity Agent for Avantax Insurance Agency since 2010, dedicating a few hours per week, and may sell various insurance products. Anh also owns Anh Le CPA LLC, Midwest Tax Resolution Center, and Le Financial Associates, and is a trustee for Compassionate Buddha Temple and a member of Rotary Club of Fairview Heights, IL.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr
Previous Registrations
Avantax Advisory Services
July 2011 - September 2025 · 14 yrs 2 mos
Avantax Investment Services, INC.Broker
January 2011 - September 2025 · 14 yrs 8 mos
Chatfield Dean & CO., INC.Broker
November 1993 - January 1994 · 2 mos
State Registrations4 states
FLILMOTX
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.
Anh Le - Financial Advisor | TrueAdvisor