Shannah Mollet-Kreller, financial advisor Saint Cloud MN

Shannah Mollet-Kreller

CRD Number: 4518143
Current Firm: Cetera Investment Advisers LLC

Shannah Mollet-Kreller (CRD# 4518143) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Saint Cloud, MN and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Services LLC St Cloud, MN Jan 2013 - Current 11
Cetera Advisor Networks El Segundo, CA Jan 2013 - Current 11
Cetera Advisors LLC Denver, CA Jan 2013 - Current 11
Cetera Financial Specialists Schaumburg, IL Jan 2013 - Current 11
Cetera Financialgroup El Segundo, CA Sep 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2011
S65 NASAA Investment Advisors Law Examination Nov 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Shannah S. Mollet-Kreller
Phone Number: 888-528-2987
Registered State(s):
  • MN
  • 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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