Joseph Wells
Joseph Wells is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Morrison, IL, with 41 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
301 E Main St, Morrison, IL, 61270
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Regulatory History (1)
Customer Dispute
January 2024Other Business ActivitiesSells Insurance
Joseph is president of Wells Financial Services, where he sells and services fixed insurance, securities, and investment products, dedicating nearly full-time hours. He also owns real estate through Joe Lewis, LLC, is a part owner of two car washes, serves as a board member for Abiding Word, and is an independent insurance agent selling fixed insurance products, dedicating a few hours per week. Joseph is also a co-owner of Joltin Joe's, LLC, a holding company, and spends minimal time on it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Multi-Financial Securities Corporation
Locust Street Securities, INC.
Vestax Securities Corporation
Independent Advisers Group CORP
Locust Street Securities, INC.Broker
F & G Securities, INC.Broker
The O.N. Equity Sales CompanyBroker
Washington National Equity CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.