William Loberg
William Loberg is a registered investment advisor at Cetera Investment Advisers LLC, based in Fargo, ND, with 23 years of industry experience. William 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
808 3rd Avenue South, Suite 410, Fargo, ND, 58103
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Regulatory History (1)
Customer Dispute
May 2023Other Business ActivitiesSells Insurance
William is an insurance agent selling various insurance products, including life, health, disability, annuities, long-term care, and property & casualty, dedicating a few hours per week. He also serves as a board member on the finance committee for St. John's Church, overseeing parish investment accounts.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Farmers Financial Solutions, LLCBroker
Invest Financial CorporationBroker
Edward JonesBroker
State Registrations15 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.