JT
JT

John Tauren

41 Years of Experience
Calumet, MI
BrokerSells Insurance

John Tauren is a registered investment advisor at Cetera Investment Advisers LLC, based in Calumet, MI, with 41 years of industry experience. John 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

56730 Calumet Ave Suite E, Calumet, MI, 49913

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

John works as an independent insurance agent selling fixed insurance products since 2009. This activity takes nearly full-time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
February 2010 - June 2021 · 11 yrs 4 mos
Voya Financial Advisors, INC.Broker
January 2007 - June 2021 · 14 yrs 5 mos
Pruco Securities, LLC.Broker
March 1985 - January 2007 · 21 yrs 10 mos
State Registrations7 states
AZCAFLMINCNVWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
John Tauren - Financial Advisor | TrueAdvisor