Cameron
Ressetar

Steadtrust

CRD#6110624
Investment Advisor
in Allen, TX

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About this Advisor

Cameron Ressetar is a financial advisor based in Allen, Texas, working with Steadtrust. Cameron has previously held positions at Wfg Investments Inc, National Securities Corporation, National Asset Management, Atlas Wealth Advisors LLC, Apeiron Planning Partners, and Steadtrust, LLC. Cameron has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Cameron is part of Steadtrust, which operates out of Allen, Texas. The firm has 4 offices and 9 employees. Steadtrust manages assets totaling $438.9 million and serves high-net-worth clients. 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, and selection of other advisers. The fee structure at Steadtrust includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Allen, TX

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Steadtrust Brokerage Details

Total Assets Under Management

$438,883,769

Total Number of Employees

9

Total Number of Accounts

1,018

Average Account Size

$431,124

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

Cameron Ressetar Work History

2025 - Present (0 year)

Steadtrust, LLC

2018 - Present (7 years)

Atlas Wealth Advisors LLC

2018 - Present (7 years)

Apeiron Planning Partners

2018 - 2018 (< 1 year)

National Asset Management

2017 - 2018 (1 year)

National Securities Corporation

2012 - 2017 (5 years)

Wfg Investments Inc

Disclosures

Please visit the SEC profile of Cameron Ressetar 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 Steadtrust

Todd Berger
Allen, TX
Karla Lema
Allen, TX
James Rose
Sheridan, WY
Thomas Kowalczyk
Allen, TX
Robert Mitchell
Wilmington, DE
Cameron Ressetar
Allen, TX
Ephimia Coumanakos
Allen, TX
Kristine Sawyer
Allen, TX

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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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