AN
AN

Alan Nastali

27 Years of Experience
Oak Brook Terrace, IL
BrokerSells Insurance

Alan Nastali is a registered investment advisor at Cetera Investment Advisers LLC, based in Oak Brook Terrace, IL, with 27 years of industry experience. Alan 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
Loading...

Location

One Tower Lane, Ste 1825, Oak Brook Terrace, IL, 60181

Get directions

History

Regulatory History
Clean regulatory record

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

Alan is involved in several insurance-related activities, including selling health, disability, property and casualty, and collectibles insurance, as well as fixed insurance referrals. He also provides investment and tax services through Nastali Financial Services, dedicates minimal time to mortgage services, and manages an automotive repair shop.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2005 - Present · 20 yrs 11 mos
Cetera Financial Specialists LLCBroker
June 1998 - Present · 27 yrs 11 mos
State Registrations19 states
AZCODCFLIAILINKSLAMIMONCNJSCTNTXWAWIWV
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.
Alan Nastali - Financial Advisor | TrueAdvisor