Teena Milldebrandt
Teena Milldebrandt is a registered investment advisor at Cetera Investment Advisers LLC, based in Scottsdale, AZ, with 23 years of industry experience. Teena 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
7425 E Stetson Dr, Scottsdale, AZ, 85251
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2020Customer Dispute
February 2010Customer Dispute
September 2009Other Business ActivitiesSells Insurance
Teena sells fixed insurance products including life, health, disability, annuities, and long-term care, and also operates under the DBA Westbrook Financial, selling financial products; these activities take up nearly all of her time. She also dedicates minimal time to Doterra essential oils, self-help seminars, and notarial services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Metlife Securities INC.
Metlife Securities INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations19 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.