ME
ME

Martha Elliott

25 Years of Experience
Rochester, MN
BrokerSells Insurance

Martha Elliott is a registered investment advisor at Cetera Investment Advisers LLC, based in Rochester, MN, with 25 years of industry experience. Martha 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

130 23rd Ave Sw, Rochester, MN, 55902

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Martha sells fixed life, health, disability, annuities, long-term care, and index annuities with various companies. She is also a registered representative at Mayo Employees Federal Credit Union providing financial services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLC
August 2004 - Present · 21 yrs 11 mos
Cetera Wealth Services, LLCBroker
August 2004 - Present · 21 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2014 - June 2023 · 9 yrs 5 mos
American Express Financial Advisors INC.Broker
November 2000 - August 2004 · 3 yrs 9 mos
Ids Life Insurance CompanyBroker
November 2000 - August 2004 · 3 yrs 9 mos
State Registrations41 states
AKALAZCACODCFLGAIAIDILINKSKYMAMDMEMIMNMOMTNCNDNENHNJNMNVNYOHOKORPASCSDTXUTVAWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.