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Carrie Wright

24 Years of Experience
Cedar Rapids, IA
Broker

Carrie Wright is a registered investment advisor at Cetera Investment Advisers LLC, based in Cedar Rapids, IA, with 24 years of industry experience. Carrie 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

6839 Crow Wing Dr NE, Cedar Rapids, IA, 52411

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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.

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Other Business Activities

Carrie is an employee of Guide Financial Group and an officer for Villas of Grey Hawk HOA. She also works as a precinct election official and provides notarial services, dedicating minimal time to each of these roles.

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
April 2003 - August 2023 · 20 yrs 4 mos
Securian Financial Services, INC.Broker
April 2001 - August 2023 · 22 yrs 4 mos
State Registrations8 states
ARIAILMAMNNDOKTX
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.