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Sagar Thakkar

4 Years of Experience
Naperville, IL
Broker

Sagar Thakkar is a registered investment advisor at Cetera Investment Advisers LLC, based in Naperville, IL, with 4 years of industry experience. Sagar 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

324 Mill Creek Ln, Naperville, IL, 60540

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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 Activities

Sagar is involved in real estate leasing and sales in Chicago since 2018, and works as a non-registered associate at Thakkar Financial Services handling client correspondence since 2019, taking nearly full-time. He is also a non-registered associate at Vijay Thakkar & Associates since 2016, which is accounting related.

Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2023 - Present · 3 yrs 1 mo
Cetera Financial Specialists LLCBroker
February 2022 - Present · 4 yrs 3 mos
State Registrations1 state
IL
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.
Sagar Thakkar - Financial Advisor | TrueAdvisor