LPL Financial
43yrs
Top advisor by experience in Palm Harbor
39yrs
Steven Nordbeck
Full name on record: Steven Robert Nordbeck
Financial advisor at Cetera Investment Advisers
Steven Nordbeck has worked in the financial industry for 39 years and is a financial advisor based in Palm Harbor, Florida. Steven has been with Cetera Investment Advisers since 2014; before that, Steven spent 13 years at Cuna Brokerage Services. Steven holds the CFP® designation.
At a glance
Experience39 years (since 1987)
How that compares ?Top 5% by experience in Florida
Office33715 US Highway 19 North, Palm Harbor, FL 34684
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2014 – nowCetera Investment Advisers LLCCurrent firm
- 2001 – 2014Cuna Brokerage Services, Inc.Previously
Questions to ask Steven
Tailored to Steven’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Steven
How do I contact Steven?
Call Cetera Investment Advisers at 310-257-7880 and ask for Steven Nordbeck. Steven works from the Palm Harbor, FL office.
How long has Steven been a financial advisor?
Steven has been in the industry since 1987, about 39 years. Top 5% by experience in Florida.
What licenses does Steven hold?
Series 63. Tap any license on this page to see what it allows.
Is Steven a fiduciary?
Steven is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Steven paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Steven for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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