Thomas
Schoettle

Cetera Advisor Networks LLC

CRD#2470033
Investment Advisor
in San Diego, CA
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About this Advisor

Thomas Schoettle is a certified financial planner located in San Diego, California. Currently an investment advisor at Cetera Advisor Networks LLC, they have accrued a notable 24 years of professional experience in the financial advisory industry. Schoettle has a Series 63 license, which qualifies the advisor as a securities agent. Schoettle can act as a financial advisor based out of California and Texas. Over the course of their career, Schoettle has held roles at Law Office Of Thomas J Schoettle Jr, Financial Network Investment Corporation and Cetera Advisor Networks LLC. Cetera Advisor Networks LLC is headquartered in San Diego, California, and operates out of 850 additional offices in the United States. In aggregate, Cetera Advisor Networks LLC manages $21 billion in assets across 75,665 client accounts and employs more than 1,890 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the country. The firm manages 59,013 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 25% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Cetera Advisor Networks LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

24 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1010 Turquoise St Ste 275
San Diego, CA 92109

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Cetera Advisor Networks LLC Brokerage Details

Total Assets Under Management

$20,515,461,972

CA Average: $7,578,581,321
Total Number of Employees

1,890

CA Average: 43
Total Number of Accounts

75,665

CA Average: 3,727
Average Account Size

$271,135

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Thomas Schoettle Work History

Thomas has 24 years of experience.

2013 - Present (6 years)

Cetera Advisor Networks LLC

1996 - 2012 (16 years)

Financial Network Investment Corporation

1994 - Present (25 years)

Law Office Of Thomas J Schoettle Jr

Disclosures

Thomas Schoettle has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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