Janet Beal is a CFP-designated registered investment advisor, based in Cedar Rapids, IA, with 29 years of industry experience.
Location
711 2nd Ave Se, Ste 200, Cedar Rapids, IA, 52401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Janet is an agent/broker for fixed insurance sales since 2019, dedicating a few hours per week. She also serves on the CFP Board's disciplinary and ethics commission and works full-time as a financial professional for Winnerlynk Advisory.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Cauldwell Financial Group INC
Securian Financial Services, INC.Broker
National Planning CorporationBroker
Lifemark Securities CORP.Broker
Mutual Trust CO. of America SecuritiesBroker
Lifemark Securities CORP.Broker
State Registrations14 states
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.