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Anastasia Holmes

2 Years of Experience
Minneapolis, MN
Broker

Anastasia Holmes is a registered investment advisor at Cetera Investment Advisers LLC, based in Minneapolis, MN, with 2 years of industry experience. Anastasia 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

2701 University Avenue Se, Minneapolis, MN, 55414

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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 Activities

Anastasia works in advisor practice support for securities and planning business at North Star Resource Group, dedicating full-time hours. She also works as a cook/server at Presbyterian Homes and Services, spending minimal time there.

Employment History
Current Registrations
Cetera Wealth Services, LLC
February 2025 - Present · 1 yr 3 mos
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Ameriprise Financial Services, LLC
April 2024 - February 2025 · 10 mos
Ameriprise Financial Services, LLCBroker
February 2024 - February 2025 · 1 yr
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.