Simon ColemanCRD Number: 7111656
Current Firm: Cetera Investment Advisers LLC
Simon Coleman (CRD# 7111656) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Valparaiso, IN and has over 3 years of experience in the finance industry.
Avertrust Wealth LLC
|Cetera Investment Advisors LLC||Merrillville, IN||Jan 2020 - Current||3|
|Cetera Investment Services LLC||St Cloud, MN||Jun 2019 - Current||3|
|Centier Bank||Merrillville, IN||May 2019 - Current||3|
|3 Rivers Credit Union||Fort Wayne, IN||Nov 2018 - Apr 2019||< 1|
|Redfi Electronics||Fort Wayne, IN||May 2017 - Nov 2018||1|
|The Plex||Fort Wayne, IN||Dec 2016 - May 2017||< 1|
|Manchester University||North Manchester, IN||Jan 2013 - Dec 2016||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2020|
Total Assets Under Management35,762MILLIONS
Total Number of Accounts169,758ACCOUNTS
Average Account Value$210,662
- 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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