VA
VA

Vanessa Aldape

14 Years of Experience
Crown Point, IN
Broker

Vanessa Aldape is a registered investment advisor at Cetera Investment Advisers LLC, based in Crown Point, IN, with 14 years of industry experience. Vanessa 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

Crown Point, IN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Vanessa works as a licensed assistant for Megent Financial, a DBA for financial services, since January 2023. She spends about 10-20% of her time helping advisors with paperwork and processing trades.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLC
February 2019 - Present · 7 yrs 3 mos
Cetera Advisors LLCBroker
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
Cetera Advisors LLC
February 2019 - March 2024 · 5 yrs 1 mo
Opus Wealth Management Group
December 2016 - March 2019 · 2 yrs 3 mos
LPL Financial LLCBroker
November 2016 - March 2019 · 2 yrs 4 mos
Msi Financial Services, INC.
June 2015 - November 2016 · 1 yr 5 mos
Msi Financial Services, INC.Broker
June 2015 - November 2016 · 1 yr 5 mos
Waddell & Reed
June 2013 - June 2015 · 2 yrs
Waddell & ReedBroker
March 2013 - June 2015 · 2 yrs 3 mos
Metlife Securities INC.Broker
January 2012 - March 2013 · 1 yr 2 mos
State Registrations2 states
ILIN
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.
Vanessa Aldape - Financial Advisor | TrueAdvisor