Robert T. Ventour
Advisor at Cetera — Ann Arbor, MI Carpenter Rd
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
25 years
Location
Ann Arbor, MI 48108
Cetera
Institution
Robert Ventour is a financial advisor with Cetera Financial Specialists LLC, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. His prior roles include positions at Berthel Fisher & Company Financial Services and HD Vest Investment Services. Outside of advising, he serves as a music director and musician, providing oversight and development of a church music department since 1984. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management programs and access to third-party money managers, supporting both discretionary and non-discretionary strategies.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Ann Arbor, MI Carpenter Rd
2750 Carpenter Rd, Ste 7
Ann Arbor MI 48108
Advisors at this office
1
Michigan · Texas
25 years of industry experience
Cetera Financial Specialists LLC
2020 - Present • 6 years
Schaumburg, IL
Cetera
2020 - Present • 6 years
Schaumburg, IL
Berthel Fisher & Company Financial Services, Inc.
2018 - 2019 • 1 year
Ypsilanti, MI
BFC Planning, Inc.
2018 - 2019 • 1 year
Ypsilanti, MI
HD Vest Investment Services
2017 - 2018 • 1 year
Ypsilanti, MI
HD Vest Advisory Services
2017 - 2018 • 1 year
Ypsilanti, MI
Tra Tax Services Dba For Timothy Roberts & Associates
2016 - Present • 10 years
Ypsilanti, MI
Timothy Roberts & Associates, LLC
2016 - 2018 • 2 years
Ypsilanti, MI
Minnesota Life
2016 - 2017 • 1 year
St. Paul, MN
Securian Financial Advisors Great Lakes
2016 - 2017 • 1 year
Novi, MI
Securian Financial Services Inc.
2016 - 2017 • 1 year
St. Paul, MN
Fresh Start Church
2014 - 2018 • 4 years
Ypsilanti, MI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
The advisor resigned, was permitted to resign or was discharged after allegations of rule violations, fraud or failure to supervise.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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