HV
CFP
HV
CFP

Harrison Vermie

4 Years of Experience
Omaha, NE
BrokerSells Insurance

Harrison Vermie is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Omaha, NE, with 4 years of industry experience. Harrison 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

9900 Nicholas St Ste 360, Omaha, NE, 68114

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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

Harrison works as a financial assistant for Curnes Financial Group and as a financial professional for CFG Advisors, dedicating full-time hours to these roles. He also works as an insurance agent selling life, health, disability, fixed annuities, and long-term care products for various companies, spending minimal time on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Cetera Advisor Networks LLC
July 2022 - June 2023 · 11 mos
State Registrations48 states
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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.