David Shestak
David Shestak is a registered investment advisor at Cetera Investment Advisers LLC, based in Minnetonka, MN, with 10 years of industry experience. David 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
10261 Yellow Circle Dr, Minnetonka, MN, 55330
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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 ActivitiesSells Insurance
David is an agent/broker for Fortune Financial LLC and North Star Consultants & Brokerage. He also sells fixed insurance products with various companies, dedicating a few hours per week, and participates in the Catholic Financial Planners Network.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Cri Securities, LLC
Securian Financial Services, INC.Broker
Cri Securities, LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations14 states
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