IP
IP

Issac Power

1 Year of Experience
Sterling Heights, MI
BrokerSells Insurance

Issac Power is a registered investment advisor at Cetera Investment Advisers LLC, based in Sterling Heights, MI, with 1 years of industry experience. Issac 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

38700 Van Dyke Ave Ste 125, Sterling Heights, MI, 48312

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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

Issac works as an insurance agent selling fixed insurance products since March 2024. This takes a few hours per week, all during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2025 - Present · 1 yr 8 mos
Cetera Wealth Services, LLCBroker
September 2024 - Present · 2 yrs
Previous Registrations
Nylife Securities LLCBroker
July 2024 - September 2024 · 2 mos
State Registrations12 states
ARCOIDILMIMOMSNCSCTNTXWA
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.