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David Scheur

Cetera Investment Advisers LLC
30 Years of Experience
Scottsdale, AZ
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

David Scheur is a registered investment advisor at Cetera Investment Advisers LLC, based in Scottsdale, AZ, with 30 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.

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

Location

7047 E. Greenway Pkwy, Suite 250, Scottsdale, AZ, 85254

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History

Regulatory History (2)
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Customer Dispute
January 2009
Withdrawn
Customer Dispute
January 2003
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

David is the owner of Scheur Wealth Management, Inc., a financial services firm, dedicating nearly full-time hours to it. He also works as an independent insurance agent selling fixed insurance products, also dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 4 mos
Cetera Wealth Services, LLC
June 2021 - Present · 5 yrs 4 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 4 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
March 2008 - June 2021 · 13 yrs 3 mos
Voya Financial Advisors, INC.Broker
March 2008 - June 2021 · 13 yrs 3 mos
H&r Block Financial Advisors, INC.
August 2003 - April 2008 · 4 yrs 8 mos
H&r Block Financial Advisors, INC.Broker
October 1995 - April 2008 · 12 yrs 6 mos
State Registrations16 states
ARAZCAFLIDKSMANCNJNVNYORTXVAWAWI
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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