BP
CFP
BP
CFP

Barbara Peisert

10 Years of Experience
Minneapolis, MN
BrokerSells Insurance

Barbara Peisert is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Minneapolis, MN, with 10 years of industry experience. Barbara 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

4640 Oak Grove Pkwy, Minneapolis, MN, 55443

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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

Barbara is a Manager of Private Client Services at McFee Financial Group and an Independent Insurance Agent selling fixed insurance products. She also serves as Director of Finance for Alpha Omicron Pi Fraternity and is the Chief Compliance Officer (CCO) for McFee Financial Group, Inc., dedicating full-time hours to this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
November 2018 - June 2021 · 2 yrs 7 mos
Voya Financial Advisors, INC.Broker
July 2015 - June 2021 · 5 yrs 11 mos
State Registrations4 states
IAMNVAWY
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.
Barbara Peisert - Financial Advisor | TrueAdvisor