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Tamara Flanigan

29 Years of Experience
Mapleton, IA
Broker

Tamara Flanigan is a registered investment advisor at Cetera Investment Advisers LLC, based in Mapleton, IA, with 29 years of industry experience. Tamara 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

313 N 4th Street, Mapleton, IA, 51034

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Tamara works as a personal banker, handling deposits and account management. She also serves as treasurer for the Maple Valley-Anthon Oto School Foundation, is involved in the Flanigan Bros. Inc family farming business, refers business to the bank's trust/wealth management area, and is a board member for St Therese of Lisieux Parish.

Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2016 - Present · 10 yrs 1 mo
Cetera Investment Services LLCBroker
August 2005 - Present · 20 yrs 9 mos
Previous Registrations
Fiserv Investor Services, INC.Broker
February 1998 - August 2005 · 7 yrs 6 mos
Aegon USA Securities INC.Broker
May 1997 - February 1998 · 9 mos
Fimco Securities Group, INC.Broker
October 1996 - May 1997 · 7 mos
State Registrations9 states
AZCOIAMNMONESDTXWI
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.
Tamara Flanigan - Financial Advisor | TrueAdvisor