James Schier
James Schier is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in St Louis, MO, with 10 years of industry experience. James 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
5700 Oakland Ave, Ste 400, St Louis, MO, 63110
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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
James is an agent/broker for Co-Op Insurance and R.F. Brokerage, focusing on fixed insurance sales, dedicating minimal time to each. He also volunteers with several organizations, including Sigma Tau Gamma Alumni Association, BNI, City Garden Montessori School Finance Committee, and Community Value Alliance.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations25 states
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