Stephen Frederick Schliesser
Investment adviser representative at The Pacific Center for Financial Services
29 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
29 years in the industry.
- The Pacific Center for Financial ServicesApr 1997 to now
- Cetera Investment Advisers LLCJun 2023 to Apr 2026
- Cetera Wealth Services, LLCJan 2013 to Apr 2026
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
The Pacific Center for Financial Services
$1.1BAssets managed
789Clients
5Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1439219
- Firm CRD
- 104557