TB
TB

Thomas Berrisford

13 Years of Experience
Duluth, MN
BrokerSells Insurance

Thomas Berrisford is a registered investment advisor at Cetera Investment Advisers LLC, based in Duluth, MN, with 13 years of industry experience. Thomas 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

202 West Superior St Ste 810, Duluth, MN, 55802

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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 ActivitiesSells Insurance

Thomas conducts insurance business through AdvisorNet Insurance and provides financial services through AdvisorNet Financial as a DBA. He also serves as Treasurer & Office Manager for Sellwood Partners, LLC, dedicating about half his time to overseeing business administration, and works as a financial advisor for Patrick Francisco & Associates, spending a few hours per week on financial services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 3 mos
Cetera Wealth Services, LLCBroker
February 2013 - Present · 13 yrs 7 mos
Previous Registrations
Cetera Advisor Networks LLC
November 2013 - June 2023 · 9 yrs 7 mos
State Registrations26 states
AKAZCACOCTFLGAIAILINKYMAMDMEMNMOMTNCNDNVORSCTXVAWAWI
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.