JM
CFP · ChFC
JM
CFP · ChFC

John Mazzara

34 Years of Experience
Edina, MN
BrokerSells Insurance

John Mazzara is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Edina, MN, with 34 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

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 a broker associate at RE/MAX since 1996, and owner/president of Financial Planning Associates since 1993, spending about 10-20% of his time there. He also sells fixed insurance products, including life, health, disability, annuities, long-term care, and Medicare-related products, dedicating a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
August 1993 - Present · 32 yrs 11 mos
Previous Registrations
Cetera Advisors LLC
September 2002 - March 2024 · 21 yrs 6 mos
The Prudential Insurance Company of AmericaBroker
April 1991 - March 1993 · 1 yr 11 mos
Pruco Securities CorporationBroker
April 1991 - March 1993 · 1 yr 11 mos
State Registrations10 states
AZCAFLGAIAINMDMNTNWI
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.