Jeremy Willner
Jeremy Willner is a registered investment advisor at Cetera Investment Advisers LLC, based in Maple Grove, MN, with 28 years of industry experience. Jeremy 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
7365 Kirkwood Court North Suite 300, Maple Grove, MN, 55369
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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
Jeremy is an Investment Advisory Representative at CWM, LLC (Carson Group Partners), dedicating full-time hours to providing advisory services. He also sells fixed insurance products, including life and long-term care, and is the CEO/President of MAG Insurance Agency, LLC and MAG Tax and Accounting, LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cwm, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Crown Capital Securities, L.P.Broker
Fintegra, LLCBroker
U.S. Bancorp Piper Jaffray INC.Broker
Primevest Financial Services, INC.Broker
State Registrations25 states
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