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Overview

Services

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Funds

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Firm Client types

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Qualifications

Experience

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Employer Years Dates
Cetera Advisors LLC 6 years, 4 months Jul 2013 - Present
LPL Financial LLC 3 years, 8 months Nov 2009 - Jul 2013
Del Norte Credit Union 3 years, 10 months Sep 2009 - Jul 2013

Designations & Memberships

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Articles and Answers

Insights by Ben Bouman

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Answers

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How long do it take to get your 401k funds?
It depends on the plan sponsor and administrator. Can you request the funds online? Can you request over the phone? Are there forms to complete? If so, were they completed properly. It has been my experience that 7-10 days is typical. It can be sooner or take longer.Is this request for a rollov...  (more)
Answered Jun 2019
Pulling $$ out of a 401k and transferring it to a Roth IRA?
Roth conversions are taxable as ordinary income the year the conversion is made. I would suggest only converting an amount that will not push you into a higher tax bracket. If your tax bracket will be lower once you retire, that might be the time to start converting to a Roth. Is this a 401(K) wi...  (more)
Answered Jul 2018
I want to know my 401k status?
Contact your benefits administrator. They should be able to provide you with the information you seek....  (more)
Answered Jul 2018
How do i find out how much retirement i will get and how do i start getting my retirement from trinty ind.
Contact your company benefits office or HR department....  (more)
Answered Jul 2018
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Jul 3, 2019
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      None
    • as of date
      Aug 6, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Cetera Advisors LLC

    Last updated on Oct. 4, 2019
      • $12.2B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 59K
        Accounts
      • $209.3K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees
    • Commissions