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Gigi Schneppat

15 Years of Experience
Phoenix, AZ
1 DisclosureBrokerSells Insurance

Gigi Schneppat is a registered investment advisor at Cetera Investment Advisers LLC, based in Phoenix, AZ, with 15 years of industry experience. Gigi 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

1702 E. Highland Ave, Suite 204, Phoenix, AZ, 85016

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History

Regulatory History (1)
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Customer Dispute
March 2016
Denied
Other Business ActivitiesSells Insurance

Gigi sells fixed insurance products and is the president-elect of Soroptimist Desert Tucson, a non-profit organization. She is also a co-owner of Diamonds & Platinum, Inc. and a yoga teacher.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Investment Services LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Commonwealth Financial Network
October 2010 - September 2025 · 14 yrs 11 mos
Commonwealth Financial NetworkBroker
September 2010 - September 2025 · 15 yrs
State Registrations9 states
ALAZCAMNMONEOHPAVA
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.