Thomas Schoettle
Thomas Schoettle is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in San Diego, CA, with 31 years of industry experience. Thomas 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
1010 Turquoise St Ste 255, San Diego, CA, 92109
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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
Thomas sells fixed insurance products (life, disability, annuities, long-term care) and operates a law office, spending a few hours per week on these activities. He also owns Schoettle Financial, a financial services business, dedicating about a quarter of his time, and works as a notary public for minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Schoettle Financial
Washington Square Securities, INC.Broker
State Registrations25 states
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