![James Rosenbloom, financial advisor Metairie LA](/img/ws/profile-blank-sq.png)
James Rosenbloom (CRD# 6654637) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Metairie, LA and has over 7 years of experience in the finance industry.
![Keith Deane, financial advisor Metairie LA](/img/ws/profile-blank-sq.png)
CRD# 5662176
Deane Retirement Strategies, Inc.
![Michael Kreimer, financial advisor Metairie LA](/img/ws/profile-blank-sq.png)
CRD# 1451905
Newedge Advisors
![Todd Tillery, financial advisor Metairie LA](/img/ws/profile-blank-sq.png)
CRD# 2754864
Deane Retirement Strategies, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Advisor Networks LLC | Metairie, LA | Aug 2023 - Current | < 1 |
Cetera Investment Advisers LLC | Schaumburg, IL | Aug 2023 - Current | < 1 |
St. Philip Neri Catholic Church | Metairie, LA | Jul 2023 - Current | 1 |
Compass Capital Management | Metairie, LA | Jul 2019 - Current | 5 |
James Rosenbloom Freelance Musician | New Orleans, LA | May 2013 - Current | 11 |
Minnesota Life Insurance Company | St Paul, MN | Jul 2019 - Aug 2023 | 4 |
Securian Financial Services Inc. | St Paul, MN | Jul 2019 - Aug 2023 | 4 |
Tiaa | Metairie, LA | Jul 2018 - Mar 2019 | < 1 |
Tiaa-cref Individual & Institutional Services, LLC | Metairie, LA | Jul 2018 - Mar 2019 | < 1 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Nov 2017 - Jul 2018 | < 1 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jun 2016 - Jul 2018 | 2 |
Northwestern Mutual Investment Services LLC | Metairie, LA | May 2016 - Jul 2018 | 2 |
Uber | New Orleans, LA | Feb 2016 - Dec 2016 | < 1 |
Baton Rouge Symphony Orchestra | Baton Rouge, LA | Aug 2008 - Aug 2015 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2017 |
S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
- LA
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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