Stephen Roesner, financial advisor Fairmont MN

Stephen Roesner

CRD Number: 3214381
Current Firm: Cetera Investment Advisers LLC

Stephen Roesner (CRD# 3214381) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fairmont, MN and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Fairmont, MN Jan 2014 - Current 10
Cetera Investment Services LLC St. Cloud, MN Jan 2011 - Current 13
Profinium Fairmont, MN Jun 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1999
Contact Info for Stephen B. Roesner
Phone Number: 888-528-2987
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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