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Weston Stewart

4 Years of Experience
Newburgh, IN
BrokerSells Insurance

Weston Stewart is a registered investment advisor at Cetera Investment Advisers LLC, based in Newburgh, IN, with 4 years of industry experience. Weston 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

8988 Ruffian Ln, Newburgh, IN, 47630

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Weston sells fixed insurance products through Shoemaker Financial, dedicating a few hours per week. He also serves on the boards of several non-profit organizations and is a self-published author.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
August 2023 - Present · 3 yrs 1 mo
Previous Registrations
Securian Financial Services, INC.
February 2022 - August 2023 · 1 yr 6 mos
Securian Financial Services, INC.Broker
February 2022 - August 2023 · 1 yr 6 mos
State Registrations18 states
ARCACODEFLGAILINKSKYNCNJNMOHORPASCTN
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.