Robert T. Ventour

CETERA INVESTMENT ADVISERS LLC

ANN ARBOR, MI 48108

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CRD#: 2573739

Professional summary

Robert T. Ventour, who also goes by Robert Timothy Ventour, Robert T Ventour, Robert Ventour, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Ann Arbor, Michigan and CETERA FINANCIAL SPECIALISTS LLC located in Ann Arbor, Michigan.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Robert has worked at 12 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Timothy Ventour | Robert T Ventour | Robert Ventour

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)TRA TAX SERVICES DBA FOR TIMOTHY ROBERTS & ASSOCIATES, NOT INVESTMENT RELATED, ADDRESS SAME AS REGISTERED LOCATION, PROVIDE TAX PREPARATION, BOOKKEEPING, ACCOUNTING SERVICES TO INDIVIDUALS, SMALL BUSINESSES AND PARTNERSHIPS, OWNER, SINCE 11/2016, 20H/WEEK. 2)TIMOTHY ROBERTS & ASSOCIATES LLC, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED LOCATION, DBA FOR INVESTMENT SERVICES/WEALTH MANAGEMENT, OWNER, SINCE 09/2016, 25H/WEEK. 3)ROBERT VENTOUR, NOT INVESTMENT RELATED, YPSILANTI, MICHIGAN, MUSIC DIRECTOR AND MUSICIAN, PROVIDE OVERSIGHT AND DEVELOPMENT OF THE MUSIC DEPARTMENT WITHIN CHURCH MINISTRIES, SINCE 06/1984, 7H/WEEK.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert T. Ventour's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 12, 2020 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 2750 Carpenter Rd Ste 7, Ann Arbor, MI 48108

RIA

CRD#: 105644

ANN ARBOR, MI

Current

February 14, 2020 - Present

CETERA FINANCIAL SPECIALISTS LLC

Office #1: 2750 Carpenter Rd Ste 7, Ann Arbor, MI 48108

CRD#: 10358

Ann Arbor, MI

Past

October 12, 2018 - November 5, 2019

BFC PLANNING, INC.

RIA

CRD#: 119682

Ypsilanti, MI

Past

October 12, 2018 - November 5, 2019

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

CRD#: 13609

Ypsilanti, MI

Past

September 15, 2017 - October 15, 2018

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Ypsilanti, MI

Past

September 14, 2017 - October 15, 2018

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

Ypsilanti, MI

Past

August 17, 2016 - August 1, 2017

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

Novi, MI

Past

June 8, 2016 - August 1, 2017

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

Novi, MI

Past

November 26, 2014 - May 20, 2016

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Ypsilanti, MI

Past

April 19, 2012 - December 31, 2012

PFS INVESTMENTS INC.

CRD#: 10111

FARMINGTON HILLS, MI

Past

March 21, 2007 - May 22, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

ANN ARBOR, MI

Past

March 21, 2007 - October 14, 2009

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

ANN ARBOR, MI

Past

September 28, 2005 - March 22, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

LIVONIA, MI

Past

May 11, 2001 - April 13, 2005

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

December 22, 1995 - May 18, 2001

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

December 22, 1995 - May 18, 2001

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(2/10/2022)

Florida
(3/5/2024)

Georgia
(3/6/2024)

IAR

Michigan
(2/12/2020)

Michigan
(2/19/2020)

Ohio
(3/4/2024)

Tennessee
(3/5/2024)

Texas
(4/2/2024)

IAR

Texas
(4/2/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/9/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/25/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/11/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/21/1995

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/7/2001

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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Contact information

Main Address

1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096

Mailing Address

Phone number

(310) 257-7880

Established

Firm type

Fiscal year end

# of Employees

7,705

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	584,487
AUM (Assets Under Management)	$ 163,792,814,520

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Robert T. Ventour

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert T. Ventour's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA FINANCIAL SPECIALISTS LLC

BFC PLANNING, INC.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

AVANTAX INVESTMENT SERVICES, INC.

AVANTAX ADVISORY SERVICES

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

AVANTAX INVESTMENT SERVICES, INC.

PFS INVESTMENTS INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/9/2016

Series 63

Date: 8/25/2012

Series 6TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 2/11/1999

Series 6

Date: 12/21/1995

Series 24

Date: 9/7/2001

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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