Darby Affeldt, financial advisor Minneapolis MN

Darby Affeldt

CRD Number: 6138325
Current Firm: Cetera Investment Advisers LLC

Darby Affeldt (CRD# 6138325) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Minneapolis, MN and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks LLC Minneapolis, MN Aug 2023 - Current < 1
Cetera Investment Advisers LLC Schaumburg, IL Aug 2023 - Current < 1
Paid Speaker Olympia, WA Jul 2020 - Current 3
North Star Consultants, Inc. Seattle, WA Dec 2014 - Current 9
Minnesota Life Insurance Company St Paul, MN Dec 2014 - Aug 2023 8
Securian Financial Services, Inc. St Paul, MN Dec 2014 - Aug 2023 8
Cri Securities, LLC St Paul, MN Dec 2014 - Oct 2021 6
Lippincott Construction Inc. Seattle, WA Jun 1998 - Jul 2020 22
Comprehensive Practice Resources Phoenix, AZ Jul 2014 - Nov 2018 4
Darby Affeldt Olympia, WA Aug 2008 - Feb 2015 6
Securian Financial Services, Inc. St Paul, MN Nov 2014 - Dec 2014 < 1
North Star Consultants, Inc. Phoenix, AZ Apr 2014 - Nov 2014 < 1
Liberty Wealth Strategies, LLC Bothel, WA Dec 2012 - Apr 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2013
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Darby L. Affeldt
Phone Number: 888-528-2987
Registered State(s):
  • CO
  • TX
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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