Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Sverre Rustad is a financial advisor with over 30 years of experience in the industry. Jon has been registered with Centaurus Financial, Inc. since May 2021. Prior to that, Jon was with NPB Financial Group, LLC, Independent Financial Group, LLC, and SII Investments, INC. Jon has a strong track record of success in helping clients achieve their financial goals. Jon specializes in financial planning, portfolio management, and retirement planning.
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
CA
03/24/2023 - Present
Centaurus Financial, Inc. (ANAHEIM CA)
AZ
10/01/2014 - 05/17/2021
NPB FINANCIAL GROUP, LLC (Scottsdale AZ)
AZ
05/28/2008 - 10/02/2014
INDEPENDENT FINANCIAL GROUP, LLC (SCOTTSDALE AZ)
OR
11/11/2003 - 05/27/2008
SII INVESTMENTS, INC. (LAKE OSWEGO OR)
MO
01/07/2003 - 11/12/2003
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
OH
03/18/2002 - 12/31/2002
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
NY
10/06/2000 - 03/26/2002
MONY SECURITIES CORPORATION (NEW YORK NY)
NJ
03/20/1992 - 09/28/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
03/20/1992 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 06/03/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/18/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jon Rustad is the right advisor for you? Invested Better is here to help.
