Steven Mark Eiting

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2000 → Present
  Cetera Investment Services Llc
  St. Cloud, MN
• 10/1999 → Present
  Minster Bank
  Minster, OH
• 01/2014 → Present
  Cetera Investment Advisers Llc
  Minster, OH

Other Businesses

1.) MINSTER BANK; TRUST DEPARTMENT MANAGER; MANAGE DEPARTMENT, MEET WITH CUSTOMERS, REPORT TO TRUST COMMITTEES, MANAGE TRUST COMPLIANCE. WORK WITH CUSTOMERS TO COMPLETE QUESTIONNAIRE, DETERMINE ASSET ALLOCATION AND CREATE INVESMENT POLICY STATEMENT. A MODEL IS THEN APROVED BY THE TRUST COMMITTE WHOM WILL MONITOR THE ACCOUNTS. SPECIFIC RECOMMENDATIONS ARE NOT MADE AND HE WILL ABSTAIN FROM VOITING ON THE COMMITTEE. 2.) ST AUGUSTINE PARISH COMMITTEE. MONTHLY MEETINGS TO DISCUSS PARISH FINANCES. DOES NOT INVOLVE INVESTMENTS. 3.) TRUSTEE FOR GREGORY NANCI EITING REV LIVING TRUST; NIECES AND NEPHEWS

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-16
• S63 Uniform Securities Agent State Law Examination
  1994-09-13