CA
CA

Clint Athmann

20 Years of Experience
Richmond, MN
BrokerSells Insurance

Clint Athmann is a registered investment advisor at Cetera Investment Advisers LLC, based in Richmond, MN, with 20 years of industry experience. Clint 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

149 Main St West, Richmond, MN, 56368

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Clint is a part owner of a land investment property since 2002, performing general maintenance. He is also an independent insurance agent selling fixed insurance products and an owner/financial advisor for Transition Financial Solutions LLC, selling and servicing insurance, securities, and investment products; these activities take up nearly all of Clint's time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
January 2014 - June 2021 · 7 yrs 5 mos
Voya Financial Advisors, INC.Broker
August 2005 - June 2021 · 15 yrs 10 mos
State Registrations13 states
AZCAFLIDMEMIMNMOMTNDSDTXWI
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.
Clint Athmann - Financial Advisor | TrueAdvisor