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Brice Tressler

46 Years of Experience
New Palestine, IN
BrokerSells Insurance

Brice Tressler is a registered investment advisor at Cetera Investment Advisers LLC, based in New Palestine, IN, with 46 years of industry experience. Brice 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

New Palestine, IN

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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

Brice is an independent insurance agent selling fixed insurance products since 2006. He is also the President of TFG Financial Group, selling and servicing insurance and investment products; these activities take up nearly all of Brice's time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
February 2011 - June 2021 · 10 yrs 4 mos
Tfg Financial Group
January 2008 - December 2010 · 2 yrs 11 mos
Voya Financial Advisors, INC.Broker
February 2006 - June 2021 · 15 yrs 4 mos
American General Securities IncorporatedBroker
October 2002 - February 2006 · 3 yrs 4 mos
Franklin Financial Services CorporationBroker
August 1979 - October 2002 · 23 yrs 2 mos
State Registrations5 states
FLIAINOHTX
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.