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Fletcher Preuss Jr.

Advisor at Cetera

Updated today

Location

South Bend, IN 46635

Credentials

ChFC®, Series 63

Industry experience

40 years

About

Fletcher Preuss Jr. is a financial advisor with Cetera, holding the ChFC® designation and Series 63 license, and has 40 years of industry experience. His career includes long tenures at Securian Financial Services, Inc. and Minnesota Life Insurance Co., as well as roles at Shoemaker Financial and Healy Mortgage. Outside of advising, he serves as president and treasurer of The Healy Group, a nonprofit organization, and is an elected board member of Trinity Academy in South Bend, IN. Cetera Investment Advisers supports a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, fiduciary, and retirement solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed options.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

17535 Generations Dr

South Bend, IN 46635

Most active in

Indiana · Texas

Work history

Preussco LLC

2024 - Present (2 years)

Cetera

2023 - Present (3 years)

Cetera Wealth Services, LLC

2023 - Present (3 years)

Shoemaker Financial

2010 - Present (16 years)

Healy Mortgage

2007 - Present (19 years)

Securian Financial Services, Inc.

1985 - 2023 (38 years)

Minnesota Life Insurance Co.

1982 - 2023 (41 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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General retirement planning General tax planning Retired Founder/Business Owner Widow/Widower
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