Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey Alan Cerny

Redhawk Wealth Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your Profile

About Jeffrey Alan Cerny

Jeffrey Cerny is a financial advisor at Redhawk Wealth Advisors, Inc. Jeffrey has been in the industry since 2004. Jeffrey is licensed in both California and Texas. Jeffrey has been associated with the firm since June of 2020. Jeffrey previously worked at LPL FINANCIAL LLC and Ameriprise Financial Services, Inc. Jeffrey holds the Series 66, 7, and 24 licenses. Jeffrey has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, and insurance companies.

Firm Information

Jeffrey Cerny is currently registered with Redhawk Wealth Advisors, Inc.. Redhawk Wealth Advisors, Inc. is an independent financial advisory firm based in Bloomington, MN. They manage approximately $1 billion to $10 billion in assets for a diverse range of clients, including individuals, families, businesses, and institutions. Their services include financial planning, portfolio management, and pension consulting. Redhawk Wealth Advisors, Inc. is registered with the Securities and Exchange Commission (SEC) and has a team of 47 investment advisor representatives.
Redhawk Wealth Advisors, Inc.

8500 NORMANDALE LAKE BLVD

BLOOMINGTON, MN 55437

$1.82B

Assets Under Management

941

Total Clients

44

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeffrey Cerny’s Registration & Firm History

CA

06/16/2020 - Present

Redhawk Wealth Advisors, Inc. (Irvine CA)

CA

04/27/2007 - 11/07/2011

LPL FINANCIAL LLC (IRVINE CA)

CA

02/03/2004 - 05/02/2007

AMERIPRISE FINANCIAL SERVICES, INC. (IRVINE CA)

MN

02/03/2004 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Jeffrey Alan Cerny is right for you?

Licenses & Designations

BOTH

Issued 02/19/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/29/2007

Series 24 - General Securities Principal Examination

BC

Issued 02/02/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Alan Cerny.
Not sure if Jeffrey Alan Cerny is right for you?