WA
WA

Winifred Anderson

2 Years of Experience
St Cloud, MN
Broker

Winifred Anderson is a registered investment advisor at Cetera Investment Advisers LLC, based in St Cloud, MN, with 2 years of industry experience. Winifred 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

130 Park Ave S, St Cloud, MN, 56301

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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

Winifred is a volunteer board member for the Minnesota Military and Veterans Museum since January 2023, dedicating minimal time. She is also a notary public and an administrative assistant/office manager for Anderson Financial, spending about 10-20% of her time monitoring trades, submitting paperwork, handling bookkeeping, answering phones, and handling mail.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2025 - Present · 1 yr 4 mos
Cetera Wealth Services, LLCBroker
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Primevest Financial Services, INC.Broker
June 1998 - April 1999 · 10 mos
State Registrations1 state
MN
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.