Simon
Coleman

Cetera Investment Advisers LLC

CRD#7111656
Investment Advisor
in Crown Point, IN

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About this Advisor

Simon Coleman is a financial advisor based in Crown Point, Indiana, working with Cetera Investment Advisers LLC. Simon has previously held positions at Cetera Investment Services LLC, Centier Bank, 3 Rivers Credit Union, Redfi Electronics, The Plex, Manchester University, and Cetera Investment Advisors LLC. Simon has passed the Series 66 regulatory exam and is registered to provide services in Indiana. Currently, Simon is part of Cetera Investment Advisers LLC, which operates out of Crown Point, Indiana. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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

Office Location

8020 E 109Th Ave
Crown Point, IN 46307

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$104,468,595,111

IN Average: $6,674,516,078
Total Number of Employees

6,648

IN Average: 44
Total Number of Accounts

423,554

IN Average: 2,564
Average Account Size

$246,648

IN Average: $2,603,165

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

Simon Coleman Work History

2020 - Present (4 years)

Cetera Investment Advisors LLC

2019 - Present (5 years)

Cetera Investment Services LLC

2019 - Present (5 years)

Centier Bank

2018 - 2019 (1 year)

3 Rivers Credit Union

2017 - 2018 (1 year)

Redfi Electronics

2016 - 2017 (1 year)

The Plex

2013 - 2016 (3 years)

Manchester University

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Disclosures

Please visit the SEC profile of Simon Coleman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Investment Advisers LLC

Anthony Costabile
New York, NY
Carter Dye
Toledo, OH
Blake Mcginley
San Jose, CA
Nicholas Witte
Saint Louis, MO
Justin Lucas
Indianapolis, IN
Cameron Mcginley
Saint Louis, MO
Sean Mainwaring
Tampa, FL
Kurtis Anderson
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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