John Zechman
John Zechman is a registered investment advisor at Cetera Investment Advisers LLC, based in Toledo, OH, with 30 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
5748 Park Center Court, Toledo, OH, 43615
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Regulatory History (1)
Customer Dispute
April 2012Other Business ActivitiesSells Insurance
John is a board member for several non-profit organizations, including the YMCA and JCC of Greater Toledo, Mercy Outreach Ministries, Luther Home of Mercy Foundation, and Sylvania Community Rotary Foundation. He is also an independent insurance agent selling fixed insurance products, and a registered principal at Youssef Financial Services, Inc., supervising registered representatives and working with securities and insurance clients; these two roles take up about half of John's time and a full-time commitment, respectively.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Eagle Strategies CORP
Nylife Securities INC.Broker
Lutheran Brotherhood Securities CORP.Broker
State Registrations4 states
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.