David Edelman
David Edelman is a registered investment advisor at Cetera Investment Advisers LLC, based in Lake Elmo, MN, with 16 years of industry experience. David 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
City&County Credit Union, 8500 Hudson Blvd N, Lake Elmo, MN, 55042
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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
David sells fixed life, disability, annuities, and long-term care insurance with various companies. He also works as a financial advisor for The Servion Group and Mill City Credit Union, and provides financial services through Mill City Investment Services, dedicating a significant amount of time to these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations15 states
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