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Eric Loberg

15 Years of Experience
St Cloud, MN
Broker

Eric Loberg is a registered investment advisor at Cetera Investment Advisers LLC, based in St Cloud, MN, with 15 years of industry experience. Eric 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

400 1st St S Ste 300, St Cloud, MN, 56310

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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

Eric is a volunteer assistant youth hockey coach and a USA Hockey official. These activities require minimal time commitment.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2015 - Present · 10 yrs 8 mos
Cetera Investment Services LLC
September 2010 - Present · 15 yrs 8 mos
Cetera Investment Services LLCBroker
September 2010 - Present · 15 yrs 8 mos
Previous Registrations
Cetera Financial Specialists LLCBroker
June 2019 - August 2024 · 5 yrs 2 mos
Cetera Advisor Networks LLC
February 2015 - September 2015 · 7 mos
Cetera Advisor Networks LLCBroker
February 2013 - September 2015 · 2 yrs 7 mos
Cetera Advisors LLCBroker
February 2013 - September 2015 · 2 yrs 7 mos
Cetera Financial Specialists LLCBroker
February 2013 - September 2015 · 2 yrs 7 mos
State Registrations1 state
MN
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.