JB
JB

John Bennett

36 Years of Experience
Minnetonka, MN
BrokerSells Insurance

John Bennett is a registered investment advisor at Cetera Investment Advisers LLC, based in Minnetonka, MN, with 36 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

130 Cheshire Ln, Suite 105, Minnetonka, MN, 55305

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

John is the CEO of Bennett, Mastin, Kosmak, Inc., a financial services firm, spending about half his time on sales, business development, coaching, and support. He also sells fixed life, health, disability, annuities, and long-term care insurance and is the President of Bennett Financial Group, Inc., providing financial consulting and insurance services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 1999 - Present · 26 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
August 2006 - June 2023 · 16 yrs 10 mos
Granite Investment Services, INC.Broker
November 1995 - June 1999 · 3 yrs 7 mos
Primevest Financial Services, INC.Broker
March 1993 - November 1995 · 2 yrs 8 mos
Independent Financial Securities, INC.Broker
February 1993 - March 1993 · 1 mo
Marquette Financial Services, INC.Broker
January 1991 - January 1993 · 2 yrs
Dougherty, Dawkins, Strand & Yost IncorporatedBroker
December 1988 - October 1990 · 1 yr 10 mos
State Registrations16 states
AZCACOFLIAMIMNMSMTNDOHOKSDTXWAWI
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 Bennett - Financial Advisor | TrueAdvisor