Jeffrey Prentice
Jeffrey Prentice is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Oswego, IL, with 32 years of industry experience. Jeffrey 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
37F Stonehill Rd, Oswego, IL, 60543
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Regulatory History (1)
Customer Dispute
June 2014Other Business ActivitiesSells Insurance
Jeffrey owns Prentice Financial Services and spends about a quarter of his time there. He also sells fixed insurance through SAMA Fixed Insurance, dedicating a few hours per week, and is involved in a real estate LLC and life settlement business.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations25 states
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