Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Kadletz is a financial advisor who has been in the industry since 2001. John is currently registered with Cetera Investment Advisers LLC. John has passed the Series 7, Series 63, Series 66 and Series 99TO exams. John is registered in the following states: Alabama, California, Colorado, Florida, Georgia, Illinois, Indiana, Michigan, North Carolina, Texas, Virginia and Wisconsin. John also owns and operates Kadletz Wealth Management. John's firm, Cetera Investment Advisers LLC, has over 100 billion dollars in assets under management. Cetera Investment Advisers LLC provides advisory services to individuals, businesses, pension plans and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
WI
11/12/2020 - Present
Cetera Investment Advisers LLC (DEPERE WI)
WI
07/21/2014 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (DEPERE WI)
WI
09/07/2012 - 07/21/2014
FIRST ALLIED SECURITIES, INC. (DEPERE WI)
WI
11/20/2001 - 09/10/2012
EDWARD JONES (GREEN BAY WI)
BOTH
Issued 01/31/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Kadletz is the right advisor for you? Invested Better is here to help.
