Simon Coleman, financial advisor Crown Point IN

Simon Coleman

CRD Number: 7111656
Current Firm: Cetera Investment Advisers LLC

Simon Coleman (CRD# 7111656) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Crown Point, IN and has over 4 years of experience in the finance industry.

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Captrust
Company Name Location Dates Years
Cetera Investment Advisors LLC Crown Point, IN Jan 2020 - Current 4
Cetera Investment Services LLC St Cloud, MN Jun 2019 - Current 4
Centier Bank Crown Point, IN May 2019 - Current 4
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
Contact Info for Simon D. Coleman
Phone Number: 888-528-2987
Registered State(s):
  • IN
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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