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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 an Investment Advisor Representative at Cetera Investment Advisers LLC. Jon is a registered Investment Advisor in Kansas and Texas. Jon has been in the financial services industry since March 2, 2001 and has experience working with individuals, high-net-worth individuals, corporations, businesses, charities, and retirement plans. Jon is also a Registered Representative with FINRA and is registered with the states of Arizona, California, Colorado, Idaho, Illinois, Iowa, Kansas, Louisiana, Missouri, Montana, Nebraska, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, and Washington. Cetera Investment Advisers LLC offers financial planning, portfolio management for individuals and businesses, selection of other advisors, pension consulting, and educational seminars.
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 2/15/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/3/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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