Rachel Loxterman
Rachel Loxterman is a registered investment advisor at Cetera Investment Advisers LLC, based in Johnston, IA, with 28 years of industry experience. Rachel 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
5460 Merle Hay Road, J, Johnston, IA, 50131
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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
Rachel is a bookkeeper/administrative assistant for Toy Box Storage Condominium Owner's Association Inc., dedicating a few hours per week. She is also President/Director of Coleman/Quiner LTD, a financial services DBA, taking about a quarter of her time. Additionally, Rachel is a notary public, spending minimal time on this activity, and an insurance agent selling various fixed insurance products, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Vsr Financial Services, INC.Broker
Vsr Advisory Services
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
State Registrations29 states
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