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CERES PARTNERS, LLC
CERES PARTNERS, LLC
SOUTH BEND, Indiana
·
9 registered advisors
·
CRD# 290937
SEC# 801-114192
2
(855) 242-3737
01
Firm Overview
AUM
$1.6B
Regulatory assets under management
Employees
21
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at CERES PARTNERS, LLC
9 registered advisors
Bennett Jay Goodman
SOUTH BEND, Indiana
CRD# 1155069
Brandon Zick
SOUTH BEND, Indiana
CRD# 4939276
Hunt Emory Stookey
SOUTH BEND, Indiana
CRD# 6527728
James Passios
SOUTH BEND, Indiana
CRD# 6893781
Lawrence Anthony Stickley Jr.
SOUTH BEND, Indiana
CRD# 7895810
Patrick John Vieth
SOUTH BEND, Indiana
CRD# 7692096
Perry John Vieth
SOUTH BEND, Indiana
CRD# 1757071
Richard Alan Monaghan
SOUTH BEND, Indiana
CRD# 1412785
Steve L Cardinal
SOUTH BEND, Indiana
CRD# 6520722
05
Office Locations
SOUTH BEND, Indiana
9 advisors
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Data sourced from SEC Form ADV filings. CERES PARTNERS, LLC (CRD# 290937) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.