Stephen Musser
Stephen Musser is a registered investment advisor at Cetera Investment Advisers LLC, based in Ephrata, PA, with 14 years of industry experience. Stephen 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
Firm Size
IM Fee
Assets Under Management
Location
226 S Reading Road, Ephrata, PA, 17522
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Stephen is a financial advisor/member of Vision Financial Group LLC and Vision Financial Services LLC, managing client assets and building portfolios, dedicating about 10-20% of his time to each. He also owns Covenant CPA LLC (full-time), Pony Express Foods LLC, rental properties, acts as a proprietor for Qualified Intermediary, serves as a board member for Kids Express Preschool and Friends of the West Lampeter Township Police, and is a power of attorney for his father.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
State Registrations10 states
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.