EM
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Erika Milosevich
32 Years of Experience
Brookfield, WI
Broker
Erika Milosevich is a registered investment advisor at Cetera Investment Advisers LLC, based in Brookfield, WI, with 32 years of industry experience. Erika 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
15700 W Bluemound Road, Brookfield, WI, 53005
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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.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2014 - Present · 12 yrs 4 mos
Cetera Investment Services LLCBroker
February 2004 - Present · 22 yrs 3 mos
Cetera Investment Services LLC
February 2004 - Present · 22 yrs 3 mos
Previous Registrations
Cetera Investment Services LLC
February 2004 - January 2014 · 9 yrs 11 mos
Fundquest Incorporated
May 2002 - February 2004 · 1 yr 9 mos
Pfic Securities CorporationBroker
May 2000 - February 2004 · 3 yrs 9 mos
M&i Brokerage Services, INC.Broker
July 1994 - November 2000 · 6 yrs 4 mos
Valley Securities, INC.Broker
February 1994 - July 1994 · 5 mos
State Registrations3 states
CAFLWI
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.