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Cameron Loberg

2 Years of Experience
Minnetonka, MN
BrokerSells Insurance

Cameron Loberg is a registered investment advisor at Cetera Investment Advisers LLC, based in Minnetonka, MN, with 2 years of industry experience. Cameron 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

5100 Thimsen Ave Ste 228, Minnetonka, MN, 55345

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Cameron sells Medicare and health insurance through Trusted Insurance Agency. He also works as a direct support professional for St. David's Center and as a Staff Sergeant and Fighter Avionics Technician in the US Air Force, dedicating a few hours per week to each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2025 - Present · 1 yr 4 mos
Cetera Investment Services LLCBroker
October 2023 - Present · 2 yrs 7 mos
State Registrations1 state
MN
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.