Steven Gipson
Steven Gipson is a registered investment advisor at Cetera Investment Advisers LLC, based in New Palestine, IN, with 29 years of industry experience. Steven 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
New Palestine, IN
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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
Steven is an independent insurance agent selling fixed insurance products since 2006. He is also a Regional Vice President at TFG Financial Group, where he sells and services insurance and investment products, dedicating about half his time to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
American General Securities IncorporatedBroker
American General Securities Incorporated
American General Securities IncorporatedBroker
Tfg Financial Group
Franklin Financial Services CorporationBroker
State Registrations14 states
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