Escanaba, MI N Lincoln Rd Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

2

Of 10,220 advisors across 5,132 offices

Location

1214 N Lincoln Rd

Escanaba MI 49829

Advisors at this office

2

Advisors at this office

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Scott S

Series 63, Series 65

Escanaba, MI

Cetera

Scott Sanders is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has held roles at multiple firms, including Voya Financial Advisors, Inc., Fb Equity Sales Corporation of Michigan, and his own Scott Sanders Agency Inc., which he has owned since 1994. Sanders is also the owner of the Jensen-Sanders Agency, an insurance services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm provides a multi-manager platform with various portfolio management options and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Ryan P

Series 63, Series 65

Escanaba, MI

Cetera

Ryan Pepin is a financial advisor at Cetera with 14 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at VOYA Financial Advisors and Cetera Wealth Services. Pepin serves on the board of trustees for the Dickinson Hospitals' Foundation and participates in local fundraising events for school athletics. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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