Paul Neuenswander
Paul Neuenswander is a registered investment advisor at Cetera Investment Advisers LLC, based in Taylorsville, UT, with 21 years of industry experience. Paul 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
3109 West 4700 South, Taylorsville, UT, 84129
Get directionsHistory
Regulatory History (1)
Regulatory
April 2018Other Business ActivitiesSells Insurance
Paul sells life insurance, annuities, and long-term care as an insurance agent since 2006. He also works as a registered representative for Granite Credit Union, dedicating about a quarter of his time to providing financial services. Paul is also a co-owner of Peak GC Three LLC, a holding company, but spends minimal time on it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Fidelity Brokerage Services LLCBroker
State Registrations11 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.