BS
CFP
BS
CFP

Brent Steiner

25 Years of Experience
Smithville, OH
Broker

Brent Steiner is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Smithville, OH, with 25 years of industry experience. Brent 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

790 E Main St, Smithville, OH, 44677

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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

Brent is a co-owner of Ramsier Financial Services and spends nearly full-time on this business. He also conducts educational seminars at Wayne College, serves as a board member for Wayne County Community Foundation and two retirement communities, acts as power of attorney/trustee for family members, and is a notary public.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
January 2004 - Present · 22 yrs 4 mos
Previous Registrations
Cetera Advisors LLC
January 2004 - March 2024 · 20 yrs 2 mos
Vestax Securities Corporation
November 2001 - January 2004 · 2 yrs 2 mos
Vestax Securities CorporationBroker
June 2000 - January 2004 · 3 yrs 7 mos
State Registrations27 states
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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.
Brent Steiner - Financial Advisor | TrueAdvisor