Seann Schaller
Seann Schaller is a registered investment advisor at Cetera Investment Advisers LLC, based in Cincinnati, OH, with 23 years of industry experience. Seann 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
10250 Alliance Rd Ste 125, Cincinnati, OH, 45242
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Seann is the President/Owner and an insurance agent at Freeman Heyne Schaller, working full-time as a health benefits advisor. He also sells fixed insurance products including life, health, disability, long-term care, and annuities through Freeman Heyne LLC, dedicating about 10-20% of his time. Additionally, Seann spends minimal time offering discounted subscriptions to LifeLock.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Sunset Financial Services, INC.
Sunset Financial Services, INC.Broker
State Registrations1 state
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