RV
RV
Rae Velasquez
4 Years of Experience
Minnetonka, MN
Broker
Rae Velasquez is a registered investment advisor at Cetera Investment Advisers LLC, based in Minnetonka, MN, with 4 years of industry experience. Rae 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
Loading...
Location
10261 Yellow Circle Drive, Minnetonka, MN, 55343
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2024 - Present · 2 yrs 4 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.Broker
September 2021 - August 2023 · 1 yr 11 mos
Cri Securities, LLCBroker
September 2021 - October 2021 · 1 mo
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.