Pauline Staab
Pauline Staab is a registered investment advisor at Cetera Investment Advisers LLC, based in Elgin, IL, with 16 years of industry experience. Pauline 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
1752 Capital St, Ste 400, Elgin, IL, 60124
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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
Pauline refers clients for equity index annuities and to other advisors at Porte Brown Wealth Management. She is also a partner at Porte Brown LLC, a public accounting firm, taking nearly full-time hours, and an agent at Avantax Insurance Agency/Services, dedicating minimal time to insurance sales and services.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Capital CORP.Broker
1st Global Advisors INC
Bsc Private Wealth Management, LLC
State Registrations1 state
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