CM
CFP
CM
CFP

Claire Molden

9 Years of Experience
Willmar, MN
BrokerSells Insurance

Claire Molden is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Willmar, MN, with 9 years of industry experience. Claire 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

1104 19th Ave Sw, Willmar, MN, 56201

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Claire is the office manager for Taatjes Financial Group, spending nearly full-time on oversight and tax preparation. She also sells insurance products through Avantax Insurance Services and/or Avantax Insurance Agency, dedicating minimal time to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
September 2019 - September 2025 · 6 yrs
Avantax Investment Services, INC.Broker
July 2016 - September 2025 · 9 yrs 2 mos
State Registrations17 states
ALARAZCAFLGAIAIDILLAMNNCNDORSDWAWI
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.
Claire Molden - Financial Advisor | TrueAdvisor