Simon Coleman
Simon Coleman is a registered investment advisor at Cetera Investment Advisers LLC, based in Crown Point, IN, with 6 years of industry experience. Simon 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
8020 E 109th Ave, Crown Point, IN, 46307
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Simon is a volunteer soccer coach for Boone Grove Boy's High School. This activity takes about half of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
State Registrations7 states
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