Andrew Schroeder
Andrew Schroeder is a registered investment advisor at Cetera Investment Advisers LLC, based in Ottawa, OH, with 5 years of industry experience. Andrew 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
Firm Size
IM Fee
Assets Under Management
Location
971 N Perry St, Ottawa, OH, 45875
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Andrew sells fixed insurance products with various companies since 2020, dedicating a few hours per week. He also works as an account executive for UIS Insurance and Investments, an independent insurance agency, assisting clients with life insurance needs, also dedicating a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Hamilton Capital
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations2 states
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