Shellee Pietras
Shellee Pietras is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Greenwood, IN, with 21 years of industry experience. Shellee 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
Firm Size
IM Fee
Assets Under Management
Location
622 N Madison Ave Ste 10, Greenwood, IN, 46142
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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
Shellee is an independent insurance agent selling fixed insurance products since 2006, and a representative for Promise Advisory Group selling securities, investments, and insurance products since 2007; both activities take nearly full-time. She also works as a notary and is a board member for the Franklin Chamber of Commerce, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Allstate Financial Services, LLCBroker
State Registrations21 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.
Exams
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