John Wucinski
John Wucinski is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Dallas, TX, 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
Firm Size
IM Fee
Assets Under Management
Location
15400 Knoll Trail, Suite 109, Dallas, TX, 75248
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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
John offers fixed annuities and provides tax preparation, monthly financials, and payroll compilation services for clients. These activities are not investment-related.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Cetera Advisor Networks LLC
H.D. Vest Investment Securities, INC.Broker
State Registrations8 states
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