Weston Stewart (CRD# 7145031) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Newburgh, IN and has over 2 years of experience in the finance industry.
CRD# 6766180
Ameriprise Financial Services, LLC
CRD# 6283465
Donaldson Capital Management LLC
CRD# 5466140
Donaldson Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks LLC | Newburgh, IN | Aug 2023 - Current | < 1 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Aug 2023 - Current | < 1 |
| Shoemaker Financial | Newburgh, IN | May 2022 - Current | 2 |
| Securian Financial Services Inc. | St Paul, MN | May 2022 - Aug 2023 | 1 |
| Minnesota Life Insurance Co | St Paul, MN | May 2022 - Aug 2023 | 1 |
| Securian Financial Services Inc. | St Paul, MN | Mar 2021 - May 2022 | 1 |
| Shoemaker Financial | Newburgh, IN | Mar 2021 - May 2022 | 1 |
| Securian Financial Services Inc. | St Paul, MN | Jan 2021 - Feb 2021 | < 1 |
| Allstate | Mount Vernon, IN | Jul 2020 - Jan 2021 | < 1 |
| Vineyard Financial | Evansville, IN | Jun 2019 - Jul 2020 | 1 |
| Transamerica | Evansville, IN | Mar 2018 - Sep 2019 | 1 |
| Zip Express Courier Service | Louisville, KY | May 2009 - Mar 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- IN
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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