Teresa Jo Steele
Investment adviser representative at Cetera Investment Advisers LLC
30 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
30 years in the industry.
- Cetera Investment Advisers LLCNov 2024 to now
- Cetera Advisors LLCNov 2024 to now
- Evans and Steele Financial LLCApr 1994 to now
- Osaic Wealth, Inc.Jan 2024 to Nov 2024
- Woodbury Financial Services IncOct 2017 to Jan 2024
- National Planning CorporationFeb 2015 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 2420180
- Firm CRD
- 105644