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Angela Stone

24 Years of Experience
Minnetonka, MN
Broker

Angela Stone is a registered investment advisor at Cetera Investment Advisers LLC, based in Minnetonka, MN, with 24 years of industry experience. Angela 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

110 Cheshire Lane, Suite 200, Minnetonka, MN, 55305

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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

Angela is the co-vice chair of the board for Shamineau Ministries, a non-profit organization, since 2022. Her duties include reviewing camp policies and facilitating meetings, with varying hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 3 mos
Cetera Wealth Services, LLCBroker
September 2001 - Present · 25 yrs
Cetera Wealth Services, LLC
September 2001 - Present · 25 yrs
Previous Registrations
Cetera Advisor Networks LLC
January 2014 - June 2023 · 9 yrs 5 mos
Jra Financial Advisors, INC.
January 2014 - February 2017 · 3 yrs 1 mo
State Registrations19 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.