SI
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Seth Ingersoll

22 Years of Experience
Albuquerque, NM
BrokerSells Insurance

Seth Ingersoll is a registered investment advisor at Cetera Investment Advisers LLC, based in Albuquerque, NM, with 22 years of industry experience. Seth 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

8206 Louisiana Blvd Ste B, Albuquerque, NM, 87113

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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

Seth is an insurance agent selling life, health, disability, and long-term care insurance since 2004. He is also the owner of Premier Wealth Management Group, LLC, dedicating full-time hours to financial services. Additionally, Seth coaches a youth baseball team, spending a few hours per week on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
December 2020 - Present · 5 yrs 5 mos
Previous Registrations
Cetera Advisors LLC
December 2020 - March 2024 · 3 yrs 3 mos
Next Financial Group, INC.Broker
January 2008 - December 2020 · 12 yrs 11 mos
Next Financial Group, INC.
January 2008 - December 2020 · 12 yrs 11 mos
Cri Securities, LLC
August 2007 - January 2008 · 5 mos
Marathon Advisors, INC
September 2006 - January 2008 · 1 yr 4 mos
Cri Securities, LLCBroker
February 2004 - January 2008 · 3 yrs 11 mos
Securian Financial Services, INC.Broker
January 2004 - January 2008 · 4 yrs
State Registrations23 states
ARAZCACOFLIAIDKSKYMAMDMTNCNJNMNVOHORPATNTXUTWA
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.
Seth Ingersoll - Financial Advisor | TrueAdvisor