TC
TC

Tess Childs

3 Years of Experience
West Branch, MI
Broker

Tess Childs is a registered investment advisor at Cetera Investment Advisers LLC, based in West Branch, MI, with 3 years of industry experience. Tess 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
Loading...

Location

203 S Second St, West Branch, MI, 48661

Get directions

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.

Learn about disclosures →
Other Business Activities

Tess works for Stephenson & Company, P.C. providing accounting and tax services, coaches at Ogemaw Heights High School, and is the treasurer for Ogemaw Youth Basketball Organization. These activities take about half of Tess's time for the first two and about 10-20% of her time for the last one.

Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2022 - Present · 3 yrs 7 mos
Cetera Financial Specialists LLCBroker
August 2022 - Present · 3 yrs 9 mos
State Registrations8 states
CTFLINMINJPAWAWI
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.
Tess Childs - Financial Advisor | TrueAdvisor