Jon Bicknell
Jon Bicknell is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Bozeman, MT, with 30 years of industry experience. Jon 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
2952 Technology Blvd, Bozeman, MT, 59718
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2013Other Business ActivitiesSells Insurance
Jon sells fixed insurance products, including life, disability, annuities, and long-term care, dedicating full-time hours to this activity. He also operates Prosperity Financial Planning and sells life settlements through Welcome Funds, Inc.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Investors Capital CORP.Broker
Investors Capital Advisory
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
1717 Capital Management Company
1717 Capital Management CompanyBroker
Linsco/private Ledger CORP.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations12 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.