Stephanie Patton
Stephanie Patton is a registered investment advisor at Cetera Investment Advisers LLC, based in Delphos, OH, with 26 years of industry experience. Stephanie 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
840 Ohio St., Delphos, OH, 45833
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephanie works as a registered administrative representative for Rahrig Financial Group, dedicating nearly full-time hours to providing day-to-day operational support. She is also a partner/co-founder of The Haunted Enthusiasts, a tourism/travel business, and a notary public, both requiring minimal time commitment.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
State Registrations1 state
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