Stephen William Cogger
Investment adviser representative at Cetera Investment Advisers LLC
38 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Stephen William Cogger? Claim your profile
Contact this firm
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
38 years in the industry.
- Cetera Investment Advisers LLCJul 2026 to now
- Cetera Investment Advisors LLCJul 2026 to now
- Cetera Investment Services LLCJul 2026 to now
- LPL Financial, LLCMar 2016 to now
- Courtyard By Marriott/elmhurstJan 1988 to now
- Macneil Automotive ProductsNov 2015 to Apr 2017
- Calsouthern UniversityMar 2013 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 5414562
- Firm CRD
- 105644