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Malachi Bontrager

5 Years of Experience
Harrisonburg, VA
BrokerSells Insurance

Malachi Bontrager is a registered investment advisor at Cetera Investment Advisers LLC, based in Harrisonburg, VA, with 5 years of industry experience. Malachi 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

205 A South Liberty Street, Harrisonburg, VA, 22801

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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

Malachi works as a Financial Services Associate/Administrative for LD&B Insurance Agency Inc., which offers fixed insurance products. This activity takes nearly a full-time commitment.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Concourse Financial Group Advisors
July 2020 - February 2025 · 4 yrs 7 mos
Concourse Financial Group Securities, INC.Broker
May 2020 - February 2025 · 4 yrs 9 mos
State Registrations17 states
ARFLGAIAILINLAMDMIMNNCOKPASCTXVAWV
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.