Robert T. Ventour
Investment adviser representative at Cetera Investment Advisers LLC
17 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
17 years in the industry.
- Cetera Investment Advisers LLCFeb 2020 to now
- Cetera Financial Specialists LLCFeb 2020 to now
- Tra Tax Services dba for Timothy Roberts & AssociatesNov 2016 to now
- Berthel Fisher & Company Financial Services, Inc.Oct 2018 to Nov 2019
- Bfc Planning, Inc.Oct 2018 to Nov 2019
- Hd Vest Advisory ServicesSep 2017 to Oct 2018
- Hd Vest Investment ServicesSep 2017 to Oct 2018
- Timothy Roberts & Associates, LLCNov 2016 to Oct 2018
- Minnesota LifeMay 2016 to Aug 2017
- Securian Financial Advisors Great LakesMay 2016 to Aug 2017
- Securian Financial Services Inc.May 2016 to Aug 2017
- Fresh Start ChurchOct 2014 to Oct 2018
- Timothy Roberts ConsultingNov 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 2573739
- Firm CRD
- 105644