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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 Ogren is a financial advisor with Cetera Investment Advisers LLC. Jon has been in the financial services industry since 2000 and has a broad range of experience working with a variety of clients, including individuals, families, corporations and charitable organizations. Jon specializes in providing comprehensive financial planning services, including retirement planning, investment management, college savings, and estate planning. Jon holds Series 7 and Series 63 securities licenses, as well as a Series 65 Investment Adviser Representative license. Jon is also a registered representative of Cetera Advisor Networks 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
KS
08/10/2023 - Present
Cetera Investment Advisers LLC (OVERLAND PARK KS)
KS
01/29/2019 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Overland Park KS)
MA
02/24/2014 - 01/18/2019
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
KS
04/29/2008 - 12/04/2013
STANCORP EQUITIES, INC. (OVERLAND PARK KS)
KS
11/23/2005 - 04/07/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (OVERLAND PARK KS)
NY
09/29/2004 - 12/03/2004
MMC SECURITIES CORP. (NEW YORK NY)
NE
10/05/2000 - 02/19/2003
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
CO
12/11/1998 - 01/09/2000
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
MO
04/07/1997 - 08/19/1998
EVEREN SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 02/15/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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