Monika Stelmach
Monika Stelmach is a registered investment advisor at Cetera Investment Advisers LLC, based in Wilmette, IL, with 7 years of industry experience. Monika 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
3330 Old Glenview Road, Suite 7, Wilmette, IL, 60091
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Monika works as a client service associate for Marvin M Siegel, CPA PC, providing tax and accounting services since 2016, dedicating full-time hours. She also works as a client service associate for Siegel Accounting and Financial Services, which is a DBA for her investment business, also dedicating full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Cetera Financial Specialists LLC
State Registrations1 state
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