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Todd Dalziel

19 Years of Experience
Devils Lake, ND
Broker

Todd Dalziel is a registered investment advisor at Cetera Investment Advisers LLC, based in Devils Lake, ND, with 19 years of industry experience. Todd 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

300 4th Street Ne, Devils Lake, ND, 58301

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Todd is the owner of Ramsey Investment Services, LLC, which is a DBA name for Cetera Business.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2017 - Present · 8 yrs 11 mos
Cetera Investment Services LLCBroker
May 2017 - Present · 9 yrs
Previous Registrations
Cetera Advisor Networks LLC
February 2008 - May 2017 · 9 yrs 3 mos
Cetera Advisor Networks LLCBroker
February 2008 - May 2017 · 9 yrs 3 mos
Thrivent Investment Management INC.
January 2007 - February 2008 · 1 yr 1 mo
Thrivent Investment Management INC.Broker
January 2007 - February 2008 · 1 yr 1 mo
State Registrations17 states
AZCACOFLIAINMIMNMSMTNDNENYSDTXWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.