Steven Neher
Steven Neher is a registered investment advisor at Cetera Investment Advisers LLC, based in Wenatchee, WA, with 9 years of industry experience. Steven 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
175 E. Penny Road, Suite 1, Wenatchee, WA, 98801
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 ActivitiesSells Insurance
Steven is a referring advisor for CNC Financial Group, LLC and holds various positions including board president, finance committee member, trustee, and board member for other organizations. He is also the managing member of Cordell, Neher & Company, PLLC, an accounting firm, which takes up nearly all of his time, and sells insurance products through Avantax Insurance Agency/Services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations1 state
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.