Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cetera Investment Advisers offers both wrap and non-wrap fee programs. In a non-wrap fee arrangement, you pay advisory fees and transaction costs separately. In a wrap fee program, you pay a single fee based on a percentage of the account's value, which includes investment adviser services and transaction costs. Fees are negotiable with your advisor. Minimum account opening balances vary by program, often starting at $25,000.
Areas of Practice
Advisor Information
Office location
1000 73rd Street, Suite 19, West Des Moines, IA, 50265
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Aaron is involved in several business activities, including insurance sales with Great American Insurance Company, serving as President and CEO of Brandsfield Financial Group LLC, and working as an accountant/tax preparer for Brandsfield Company II, LLC. He also dedicates nearly full-time hours to RGW Wealth Management, LLC as a financial advisor and marketing strategist.