MA
MA

Marissa Agustin

2 Years of Experience
Minneapolis, MN
BrokerSells Insurance

Marissa Agustin is a registered investment advisor at Cetera Investment Advisers LLC, based in Minneapolis, MN, with 2 years of industry experience. Marissa 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

2701 University Avenue Se, Minneapolis, MN, 55414

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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

Marissa is a fixed insurance agent with North Star Resource Group since June 2022, dedicating a few hours per week. She also works as an auditorium manager for Anoka Hennepin IDS #11 since January 2024 and as a stage manager for North High School's show choir since February 2025.

Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2024 - Present · 1 yr 10 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.Broker
April 2023 - August 2023 · 4 mos
State Registrations1 state
MN
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.
Marissa Agustin - Financial Advisor | TrueAdvisor