Jeffrey Deissler
Jeffrey Deissler is a registered investment advisor at Cetera Investment Advisers LLC, based in Holland, PA, with 26 years of industry experience. Jeffrey 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
130 Buck Road, Suite 101, Holland, PA, 18966
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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.
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Jeffrey is an employee of Independent Tax & Financial Planners PC, where he works in tax preparation and accounting. This takes about 10-20% of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Independent Tax & Financial Planners, P.C.
Avantax Investment Services, INC.Broker
State Registrations16 states
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