CR
CFP
CR
CFP

Christin Rose

23 Years of Experience
South Bend, IN
BrokerSells Insurance

Christin Rose is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in South Bend, IN, with 23 years of industry experience. Christin is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location

17535 Generations Dr, South Bend, IN, 46635

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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 ActivitiesSells Insurance

Christin volunteers as a trainer/teacher for Junior Achievement and is an agent/broker for Shoemaker Fixed Insurance. Christin also owns property with chestnut trees and sells chestnuts from them.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 3 yrs 2 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
Securian Financial Services, INC.
May 2015 - August 2023 · 8 yrs 3 mos
Securian Financial Services, INC.Broker
June 2003 - August 2023 · 20 yrs 2 mos
State Registrations22 states
AZCACOFLGAILINLAMDMIMNMOMTNCNEOHORSCTXVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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