Darby Affeldt (CRD# 6138325) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Denver, CO and has over 11 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Advisor Networks LLC | Minneapolis, MN | Aug 2023 - Current | < 1 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Aug 2023 - Current | < 1 |
| Paid Speaker | Olympia, WA | Jul 2020 - Current | 3 |
| North Star Consultants, Inc. | Seattle, WA | Dec 2014 - Current | 9 |
| Minnesota Life Insurance Company | St Paul, MN | Dec 2014 - Aug 2023 | 8 |
| Securian Financial Services, Inc. | St Paul, MN | Dec 2014 - Aug 2023 | 8 |
| Cri Securities, LLC | St Paul, MN | Dec 2014 - Oct 2021 | 6 |
| Lippincott Construction Inc. | Seattle, WA | Jun 1998 - Jul 2020 | 22 |
| Comprehensive Practice Resources | Phoenix, AZ | Jul 2014 - Nov 2018 | 4 |
| Darby Affeldt | Olympia, WA | Aug 2008 - Feb 2015 | 6 |
| Securian Financial Services, Inc. | St Paul, MN | Nov 2014 - Dec 2014 | < 1 |
| North Star Consultants, Inc. | Phoenix, AZ | Apr 2014 - Nov 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2013 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2014 |
- CO
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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