EP
CFP
EP
CFP

Elizabeth Pantano

15 Years of Experience
Omaha, NE
BrokerSells Insurance

Elizabeth Pantano is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Omaha, NE, with 15 years of industry experience. Elizabeth 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

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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

Elizabeth is an agent/broker for multiple insurance companies, focusing on fixed insurance sales, and dedicates minimal time to these roles. She also has ownership in several commercial real estate properties.

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
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.
October 2010 - August 2023 · 12 yrs 10 mos
Securian Financial Services, INC.Broker
September 2010 - August 2023 · 12 yrs 11 mos
State Registrations18 states
AZCACOFLIAKSLAMONENVOHOKSDTNTXUTWAWI
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.
Elizabeth Pantano - Financial Advisor | TrueAdvisor