CP
CP

Cassandra Pasbrig

4 Years of Experience
Milwaukee, WI
Broker

Cassandra Pasbrig is a registered investment advisor at Cetera Investment Advisers LLC, based in Milwaukee, WI, with 4 years of industry experience. Cassandra 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

6320 West Forest Home Ave, Milwaukee, WI, 53220

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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

Cassandra works as a DoorDash driver, delivering food, and spends a few hours per week on this. She also works as an Operations Manager for Acc-u-rite Tax Service, providing accounting, tax preparation, payroll, and tax planning services, taking nearly full-time hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
November 2021 - September 2025 · 3 yrs 10 mos
Avantax Investment Services, INC.Broker
October 2021 - September 2025 · 3 yrs 11 mos
State Registrations6 states
AZCOFLMNNVWI
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.
Cassandra Pasbrig - Financial Advisor | TrueAdvisor