David Beiswanger
David Beiswanger is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Cincinnati, OH, with 24 years of industry experience. David 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
11427 Reed Hartman Hwy Ste 202, Cincinnati, OH, 45241
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2011Other Business ActivitiesSells Insurance
David is an insurance agent selling life, health, disability, annuities, and long-term care products, dedicating a few hours per week to this activity. He is also a registered representative for Center Stage Financial, spending about full-time hours providing financial services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Sterne Agee Investment Advisor Services, INC.
Sterne Agee Financial Services, INC.Broker
Sterne Agee Investment Advisor Services, INC.
Wrp Investments, INC.Broker
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
PFS Investments INC.Broker
State Registrations9 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.