Todd Frumson
Investment adviser representative at Cetera Investment Advisers LLC
8 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
8 years in the industry.
- Cetera Investment Advisers LLCSep 2023 to now
- Cetera Wealth Services, LLCSep 2023 to now
- Minnesota Life Insurance CompanyJun 2023 to Sep 2023
- Renaissance FinancialJun 2023 to Sep 2023
- Securian Financial ServicesJun 2023 to Sep 2023
- Lumeris Healthcare OutcomesAug 2019 to Jul 2023
- Magellan HealthAug 2017 to Aug 2019
- UnemployedApr 2017 to Jul 2017
- Brighton AgencyDec 2015 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7766561
- Firm CRD
- 105644