Robert Winters
Robert Winters is a registered investment advisor at Cetera Investment Advisers LLC, based in N Barrington, IL, with 31 years of industry experience. Robert 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
108 S Wynstone Park Drive, Suite 100, N Barrington, IL, 60010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is a managing member and CPA at Winters LLC, a CPA firm owned by Winters & Company LTD, since 2003. He spends nearly full-time on tax, audit, and accounting duties, with a significant portion during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
LPL Financial CorporationBroker
Terra Financial Planning Group LTD
Terra Securities CorporationBroker
State Registrations3 states
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