Allissabeth Whittle (CRD# 7719507) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sellersburg, IN and has 1 year of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Mar 2024 - Current | < 1 |
| Cetera Advisors LLC | St Cloud, MN | Jun 2023 - Current | < 1 |
| Cornerstone Financial Advisors | Idaho Falls, ID | Apr 2023 - Current | 1 |
| Cornerstone Tax Services | Idaho Falls, ID | Apr 2023 - Current | 1 |
| Cetera Advisors | St Cloud, MN | Mar 2023 - Jun 2023 | < 1 |
| Xy Planning Network | Bozeman, MT | Oct 2021 - Feb 2023 | 1 |
| Brigham Young University - Idaho | Rexburg, ID | Sep 2020 - Jul 2022 | 1 |
| Htsg Cpas + Advisors | Springfield, MO | Jun 2021 - Jun 2022 | 1 |
| Unemployed | South Jordan, UT | May 2017 - Sep 2020 | 3 |
| Ashley Sheldon | Peoria, AZ | Aug 2016 - May 2017 | < 1 |
| At Home | Peoria, AZ | Mar 2016 - Aug 2016 | < 1 |
| Glendale Community College | Glendale, AZ | Aug 2013 - May 2016 | 2 |
| Dunkin' Donuts | Peoria, AZ | Jul 2014 - Mar 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- ID
- IN
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.