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Alexander Anderson

4 Years of Experience
St Paul, MN
BrokerSells Insurance

Alexander Anderson is a registered investment advisor at Cetera Investment Advisers LLC, based in St Paul, MN, with 4 years of industry experience. Alexander 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

85 E 7th Place Ste 275, St Paul, MN, 55101

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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

Alexander provides administrative support for Capital Street Financial Services, dedicating full-time hours to this investment-related activity. He also works as an insurance agent selling fixed insurance products for various companies, spending minimal time on this.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Cetera Advisor Networks LLC
April 2022 - June 2023 · 1 yr 2 mos
State Registrations4 states
COMNNDWI
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.
Alexander Anderson - Financial Advisor | TrueAdvisor