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Vincent Rehfeldt

3 Years of Experience
Bradenton, FL
Broker

Vincent Rehfeldt is a registered investment advisor at Cetera Investment Advisers LLC, based in Bradenton, FL, with 3 years of industry experience. Vincent 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

3201 26th Street West, Bradenton, FL, 34205

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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 Activities

Vincent works as a client service associate for Rehfeldt Wealth Management, a financial services firm, dedicating about a quarter of his time. He also works as a social media manager for The Ranch Assisted Living Facility, spending a few hours per week on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2022 - Present · 3 yrs 8 mos
Cetera Financial Specialists LLCBroker
July 2022 - Present · 3 yrs 10 mos
State Registrations21 states
AKALCACOFLGAILINKSLAMDMIMNNCNVNYORSCTNTXVA
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.
Vincent Rehfeldt - Financial Advisor | TrueAdvisor