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Robert Allen Liddle

Cetera Investment Advisers LLC

Edina, MN

Prior Lake, MN

CRD 2630173

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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:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2019-06-19
  • MN RA
    APPROVED
    Since 2019-06-19

Branch Locations

7301 Ohms Lane Suite 460, Edina, MN 55439 • United States

Prior Lake, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Foresters Financial Edina MN 05/1995 06/2019
Foresters Investors Advisory Services Llc Edina MN 11/2013 06/2019
Cetera Investment Services Llc St Cloud MN 06/2019 Present
Cetera Investment Advisers Llc Edina MN 06/2019 Present
  • 05/1995 → 06/2019
    Foresters Financial
    Edina, MN
  • 11/2013 → 06/2019
    Foresters Investors Advisory Services Llc
    Edina, MN
  • 06/2019 → Present
    Cetera Investment Services Llc
    St Cloud, MN
  • 06/2019 → Present
    Cetera Investment Advisers Llc
    Edina, MN
Previous Registrations
  • 2017-07-13 → 2019-06-25
    Foresters Advisory Services, Llc
    Edina, MN
Other Businesses

1. LIDDLE CONSULTING, 100% OWNER, FOR TAX PUSPOSES ONLY 2. OWNER AND FINANCIAL ADVISOR FOR LIDDLE WEALTH MANAGEMENT; DBA FOR CETERA BUSINESS

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-08-22
  • S63 Uniform Securities Agent State Law Examination
    1995-08-22
Other Names
  • Robert Liddle

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
THOMAS LEO ADVISORY, LLC
STAIRWAY PARTNERS, LLC

Nearby Investors

ANDREW JAMES TUFFORD
STEPHANIE MEALMAN STUART
CHARLES ROBERT COOPER

Nearby Offices

LPL FINANCIAL LLC · EDINA, MN
THOMAS LEO ADVISORY, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN

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