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Eric Bottolfsen

5 Years of Experience
Phoenix, AZ
1 DisclosureBrokerSells Insurance

Eric Bottolfsen is a registered investment advisor at Cetera Investment Advisers LLC, based in Phoenix, AZ, with 5 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

1430 E Missouri Ave, Ste B111, Phoenix, AZ, 85014

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History

Regulatory History (1)
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Criminal
October 2000
Final Disposition
Other Business ActivitiesSells Insurance

Eric sells fixed insurance products as an insurance agent, dedicating a few hours per week. He also owns rental properties and co-founded Allwealth Planning, where he works full-time managing private wealth clients and employee benefits.

Employment History
Current Registrations
Cetera Investment Advisers LLC
December 2024 - Present · 1 yr 5 mos
Cetera Wealth Services, LLCBroker
December 2024 - Present · 1 yr 5 mos
Previous Registrations
MML Investors Services, LLC
May 2022 - December 2024 · 2 yrs 7 mos
MML Investors Services, LLCBroker
November 2020 - December 2024 · 4 yrs 1 mo
State Registrations19 states
AKAZCACOFLILINMAMIMNMOMTNMNYSDTNTXWAWI
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.