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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Ylinen is an investment advisor representative with Cetera Investment Advisers LLC. Jon has been in the financial services industry since August 2008 and is licensed in multiple states including Wisconsin, Minnesota and Texas. Jon has experience working with individuals, corporations and charitable organizations. The advisor is also a board member at the Scott Richards North Star Foundation. Jon specializes in various financial services including, financial planning, portfolio management, pension consulting and educational seminars. Jon's previous firms include Securian Financial Services, Inc. and CRI Securities, LLC.
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.
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2
WI
08/10/2023 - Present
Cetera Investment Advisers LLC (MADISON WI)
WI
08/21/2008 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MADISON WI)
WI
08/21/2008 - 10/21/2021
CRI SECURITIES, LLC (MADISON WI)
BOTH
Issued 11/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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