SP
SP

Sheena Prescott

1 Year of Experience
White Bear Township, MN

Sheena Prescott is a registered investment advisor at Cetera Investment Advisers LLC, based in White Bear Township, MN, with 1 years of industry experience. Sheena 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

4519 Allendale Drive, White Bear Township, MN, 55304

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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

Sheena is the President of Gwizdala & Associates, Inc, a tax preparation and accounting office, overseeing operations and performing various accounting-related activities. This takes Sheena's full time, with a significant portion dedicated to securities trading.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
September 2024 - September 2025 · 1 yr
State Registrations1 state
MN
Advisor

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.