Simon
Coleman
Cetera Investment Advisers LLC
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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
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$104,468,595,111
6,648
423,554
$246,648
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
Cetera Investment Advisors LLC
Cetera Investment Services LLC
Centier Bank
3 Rivers Credit Union
Redfi Electronics
The Plex
Manchester University
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
New York, NY
Toledo, OH
San Jose, CA
Saint Louis, MO
Indianapolis, IN
Saint Louis, MO
Tampa, FL
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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