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Victoria Ellinger

Cetera Investment Advisers LLC
15 Years of Experience
Akron, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Victoria Ellinger is a registered investment advisor at Cetera Investment Advisers LLC, based in Akron, OH, with 15 years of industry experience. Victoria is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Cetera Investment Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10458 advisors
IM Fee
Planning only
Assets Under Management
$256.8B

Location

3200 W Market St Ste 300, Akron, OH, 44333

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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 ActivitiesSells Insurance

Victoria is a part owner of Financial Management Strategies, Inc. since 2024, dedicating about a quarter of her time to non-producing investment activities. She also works as an insurance agent selling life, health, disability, annuities, and long-term care, and is a Vice President at Centrust Wealth Management, Inc., focusing on sales and client services, dedicating about a quarter of her time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 4 mos
Financial Management Strategies, INC.
January 2017 - Present · 9 yrs 9 mos
Cetera Wealth Services, LLCBroker
January 2017 - Present · 9 yrs 9 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2017 - June 2023 · 6 yrs 5 mos
Ameriprise Financial Services, INC.
January 2013 - January 2017 · 4 yrs
Ameriprise Financial Services, INC.Broker
January 2013 - January 2017 · 4 yrs
Ameriprise Financial Services, INC.
November 2011 - January 2013 · 1 yr 2 mos
Ameriprise Financial Services, INC.Broker
November 2011 - January 2013 · 1 yr 2 mos
Morgan Stanley Smith Barney LLC
November 2010 - September 2011 · 10 mos
Morgan Stanley Smith BarneyBroker
August 2010 - September 2011 · 1 yr 1 mo
State Registrations11 states
CACOFLILMDNCOHSCTNTXWV
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.
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