Steven Skipper
Steven Skipper is a registered investment advisor at Cetera Investment Advisers LLC, based in Brentwood, TN, with 25 years of industry experience. Steven 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
205 Powell Place suite 126, Brentwood, TN, 37027
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2023Customer Dispute
August 2020Customer Dispute
January 2020Other Business Activities
Steven operates Fortress Wealth Management, providing financial services, and dedicates full-time hours to it. He also owns Investment Consulting Group for commission and fee pass-through, requiring minimal time, and is a partner in ES Properties, a real estate rental business, requiring minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
LPL Financial LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
State Registrations14 states
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.