Robert Evans
Robert Evans is a registered investment advisor at Cetera Investment Advisers LLC, based in Minneapolis, MN, with 22 years of industry experience. Robert 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
2701 University Ave Se, Minneapolis, MN, 55414
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Regulatory History
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
Robert is a fixed insurance agent with North Star Consultants & North Star Brokerage since 2019, dedicating a few hours per week. He also serves on the St. Anthony Athletics and Activities Advisory Committee and works as a financial professional for Confidere Financial, spending full-time hours there.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Securian Financial Services, INC.Broker
Securian Financial Services, INC.
Cri Securities, LLCBroker
Cri Securities, LLC
Transamerica Investors Securities CorporationBroker
Transamerica Retirement Advisors, LLC
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Fidelity Brokerage Services LLCBroker
Archipelago Trading Services, INC.Broker
Archipelago Securities L.L.C.Broker
Wave Securities, LLCBroker
Painewebber IncorporatedBroker
Fidelity Brokerage Services LLCBroker
State Registrations23 states
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