DO
CFP · ChFC
DO
CFP · ChFC

David Obedin

32 Years of Experience
St Louis, MO
1 DisclosureBrokerSells Insurance

David Obedin is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in St Louis, MO, with 32 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location

5700 Oakland Ave, Ste 400, St Louis, MO, 63110

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History

Regulatory History (1)
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Customer Dispute
March 2021
Settled
Other Business ActivitiesSells Insurance

David is involved in several outside business activities, including fixed insurance sales, serving on the board of the St. Louis Art Museum, acting as a city alderman, and serving as trustee for multiple trusts. He also owns Nice Odds LLC and manages its investments.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
August 2023 - Present · 3 yrs 2 mos
Cetera Investment Advisers LLC
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
Renaissance Financial Corporate Education LLC
April 2005 - December 2007 · 2 yrs 8 mos
Securian Financial Services, INC.
June 1999 - August 2023 · 24 yrs 2 mos
Rf Advisors LLC
December 1998 - October 2004 · 5 yrs 10 mos
Securian Financial Services, INC.Broker
September 1994 - August 2023 · 28 yrs 11 mos
Equico Securities, INC.Broker
May 1994 - September 1994 · 4 mos
The Equitable Life Assurance Society of the United StatesBroker
May 1994 - September 1994 · 4 mos
State Registrations47 states
AKALARAZCACOCTDCFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVirgin IslandsWAWIWV
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.
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