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Steven Corless

24 Years of Experience
Minnetonka, MN
Broker

Steven Corless is a registered investment advisor at Cetera Investment Advisers LLC, based in Minnetonka, MN, with 24 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

110 Cheshire Lane, Suite 200, Minnetonka, MN, 55305

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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

Steven works as a supervision and compliance manager for AdvisorNet Financial since 2021, dedicating full-time hours to this role. His responsibilities include developing and maintaining the firm's compliance and supervisory program.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 3 mos
Cetera Wealth Services, LLC
March 2021 - Present · 5 yrs 6 mos
Cetera Wealth Services, LLCBroker
March 2021 - Present · 5 yrs 6 mos
Previous Registrations
Cetera Advisor Networks LLC
March 2021 - June 2023 · 2 yrs 3 mos
RBC Capital Markets, LLC
December 2005 - July 2019 · 13 yrs 7 mos
RBC Capital Markets, LLCBroker
April 2004 - July 2019 · 15 yrs 3 mos
Lincoln Financial Advisors CorporationBroker
January 2002 - April 2004 · 2 yrs 3 mos
The Lincoln National Life Insurance CompanyBroker
January 2002 - April 2004 · 2 yrs 3 mos
American Express Financial Advisors INC.Broker
January 2000 - October 2001 · 1 yr 9 mos
Ids Life Insurance CompanyBroker
January 2000 - October 2001 · 1 yr 9 mos
New England SecuritiesBroker
September 1999 - December 1999 · 3 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.