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Timothy Peursem

25 Years of Experience
Dakota Dunes, SD
BrokerSells Insurance

Timothy Peursem is a registered investment advisor at Cetera Investment Advisers LLC, based in Dakota Dunes, SD, with 25 years of industry experience. Timothy 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

325 Dakota Dunes Blvd, Dakota Dunes, SD, 57049

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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 ActivitiesSells Insurance

Timothy can refer business to the trust/wealth management area of the bank and is compensated for referrals. He also sells fixed insurance products through Western Southern and Pete Hamilton & Associates.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2016 - Present · 10 yrs 6 mos
Cetera Investment Services LLCBroker
August 2005 - Present · 20 yrs 11 mos
Previous Registrations
Fiserv Investor Services, INC.Broker
February 2003 - August 2005 · 2 yrs 6 mos
Salomon Smith Barney INC.Broker
October 2000 - February 2003 · 2 yrs 4 mos
State Registrations24 states
ALARAZCACOFLGAIAILINKSKYMNNCNEOHORSDTXUTVTWAWIWY
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.