PS
PS

Pamela Slatten

4 Years of Experience
Indianapolis, IN
2 DisclosuresBroker

Pamela Slatten is a registered investment advisor, based in Indianapolis, IN, with 4 years of industry experience. Pamela is also registered as a broker, so some compensation may come from commissions on products sold.

Location

9101 N Wesleyan Rd, Suite 300, Indianapolis, IN, 46268

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
July 2009
Judgment / Lien
November 2008
Other Business Activities

Pamela is a partner at Slatten & Gilkey, Attorneys at Law, and also provides legal/accounting services to friends/family. She is also the director of Marietta Financial Services, Inc DBA Marietta CPAs, offering various financial services, and dedicates nearly full-time hours to this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr 1 mo
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Avantax Advisory Services
September 2024 - September 2025 · 1 yr
Avantax Investment Services, INC.Broker
June 2024 - September 2025 · 1 yr 3 mos
Prevision Financial, LLC
January 2006 - December 2007 · 1 yr 11 mos
State Registrations1 state
IN
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.
More Advisors
Pamela Slatten - Financial Advisor | TrueAdvisor