Colin Bosak
Colin Bosak is a registered investment advisor at Cetera Investment Advisers LLC, based in Fort Myers, FL, with 2 years of industry experience. Colin 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
12610 New Brittany Boulevard, Fort Myers, FL, 33907
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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
Colin is an agent for Omni Financial Services, The Continuing Education Academy, and Omni Resource Group, selling fixed life, disability, health, and long-term care insurance. He also coaches lacrosse, works for Space-tech, Vision - GMJ partners, AllFamous, and owns Astralis Noctis Holdings LLC for expense management.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Hornor, Townsend & Kent, LLCBroker
State Registrations3 states
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