Geoffrey Klein
Geoffrey Klein is a registered investment advisor at Cetera Investment Advisers LLC, based in Saint Peter, MN, with 21 years of industry experience. Geoffrey 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
403 S Minnesota Avenue, Saint Peter, MN, 56082
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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
Geoffrey sells fixed insurance products, including life, disability, annuities, and long-term care. He is also an advisory representative for Advisornet Financial Inc. and a financial advisor for Aligned Wealth Planning Group, spending about 10-20% of his time on the latter.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Advisornet Wealth Partners
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations9 states
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