Robert Joseph Stutzman

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

• 09/1983 → 06/2019
  Foresters Financial Services
  Omaha, NE
• 07/2014 → 06/2019
  Foresters Advisory Services
  Ralston, NE
• 06/2019 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 06/2019 → Present
  Cetera Investment Advisers Llc
  Ralston, NE

Previous Registrations

• 2014-07-15 → 2019-06-20
  Foresters Advisory Services, Llc
  Ralston, NE

Other Businesses

1) CROSS CATHOLIC ENDOWMENT COMMITTEE, PASSIVE MEMBER OF THE BOARD, OVERSIGHT, NO CONTROL OF INVESTMENTS, 4/HRS/YR. 2) PASSIVE MEMBER OF FINANCE COMMITTEE FOR ST MARY MAGDALENE, NO CONTROL OF INVESTMENTS, 4 TO 6 HRS/YR. 3) OWNER AND AFP OF OWM, INC; DBA FOR CETERA BUSINESS

Exams

• S66 Uniform Combined State Law Examination
  2013-06-14
• S63 Uniform Securities Agent State Law Examination
  1984-03-23

Designations

• Certified Financial Planner