RH
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Robert Hattie

21 Years of Experience
St. Paul, MN
BrokerSells Insurance

Robert Hattie is a registered investment advisor at Cetera Investment Advisers LLC, based in St. Paul, MN, with 21 years of industry experience. Robert 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

St. Paul, MN

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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

Robert has several outside business activities, including partial ownership of farmland, serving as an advisory representative for AdvisorNet Wealth Partners, selling fixed insurance products, acting as a successor trustee, operating a financial services DBA, working as a gardener at a golf course, and selling timeshare points. Selling insurance products and operating the financial services DBA take up a significant portion of Robert's time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Advisornet Wealth Partners
January 2014 - Present · 12 yrs 4 mos
Cetera Wealth Services, LLCBroker
May 2009 - Present · 17 yrs
Previous Registrations
Cetera Advisor Networks LLC
January 2014 - June 2023 · 9 yrs 5 mos
Ameriprise Financial Services, INC.Broker
February 2005 - May 2009 · 4 yrs 3 mos
Ids Life Insurance CompanyBroker
February 2005 - July 2006 · 1 yr 5 mos
State Registrations4 states
CAMNORSD
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.
Robert Hattie - Financial Advisor | TrueAdvisor