Saint Paul, MN Rice St Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

2

Of 10,209 advisors across 5,116 offices

Location

3264 Rice St

Saint Paul MN 55126

Advisors at this office

2

Advisors at this office

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Thomas R

Series 63

Saint Paul, MN

Cetera

Thomas Riester is a financial advisor with Cetera, holding a Series 63 designation and over 40 years of industry experience. His career includes roles at OnTrac Financial since 1990 and Cetera Wealth Services, LLC since 2013. In addition to his advisory work, he owns and operates a fixed insurance business covering life, health, disability, annuities, long-term care, and property and casualty insurance. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

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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Russell E

Series 63

Saint Paul, MN

Cetera

Russell Engstrom is a financial advisor at Cetera with 38 years of industry experience. He holds a Series 63 designation and has been with Cetera since 2023, following a longer tenure at Cetera Wealth Services, LLC. Outside of his advisory work, he is involved with Free Bikes 4 Kidz MN, a nonprofit organization that provides bicycles to children in need, where he serves as a quality control trainer and supervisor. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide 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 and financial planning services, supported by a large network of advisors and substantial assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
View complete list of advisors at this office
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