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Jeffrey Rickert
17 Years of Experience
Omaha, NE
1 DisclosureBrokerSells Insurance
Jeffrey Rickert is a registered investment advisor at Cetera Investment Advisers LLC, based in Omaha, NE, with 17 years of industry experience. Jeffrey 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
12801 Pierce St, Ste 300, Omaha, NE, 68144
Get directionsHistory
Regulatory History (1)
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Criminal
October 2007Final Disposition
Other Business ActivitiesSells Insurance
Jeffrey works as an agent/broker for Co-op Insurance, North Central DI, and R.F. Brokerage, selling fixed insurance products. These activities require minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
March 2009 - August 2023 · 14 yrs 5 mos
Securian Financial Services, INC.Broker
January 2009 - August 2023 · 14 yrs 7 mos
State Registrations21 states
ARAZCACOFLGAIAILKSMIMNMONENYOHOKORSDTXWAWI
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.