SW
CFP
SW
CFP

Shannon Weber

14 Years of Experience
St Louis, MO
BrokerSells Insurance

Shannon Weber is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in St Louis, MO, with 14 years of industry experience. Shannon 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

5700 Oakland Ave, Ste 400, St Louis, MO, 63110

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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

Shannon volunteers for the Alpha Gamma Rho Popp-McBee Memorial Golf Tournament and is an officer for Child Care Aware of Missouri, dedicating minimal time to each. Shannon is also an agent/broker for Co-Op Insurance and R.F. Brokerage, selling fixed insurance, dedicating minimal time to each.

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.
June 2011 - August 2023 · 12 yrs 2 mos
Securian Financial Services, INC.Broker
April 2011 - August 2023 · 12 yrs 4 mos
State Registrations30 states
ALARAZCACOCTFLGAIAILINKSKYMAMDMIMNMONCNVNYOHOKORSCTNTXUTWAWI
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.
Shannon Weber - Financial Advisor | TrueAdvisor