JT
CFP · PFS
JT
CFP · PFS

Janice Towne

29 Years of Experience
Keosauqua, IA
BrokerSells Insurance

Janice Towne is a CFP, PFS-designated registered investment advisor, based in Keosauqua, IA, with 29 years of industry experience.

Location

709 1st St., Ste. 3, Keosauqua, IA, 52565

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Janice is involved in several outside business activities, including owning rental property, serving as treasurer for Hotel Manning Preservation Group, and providing tax services through Riverview Financial Group. She also works as an independent insurance agent selling fixed and equity indexed annuities, and is an advisory representative of a registered investment advisor (RIA).

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
October 2024 - Present · 1 yr 7 mos
Cambridge Investment Research, INC.Broker
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Avantax Advisory Services
September 2000 - November 2024 · 24 yrs 2 mos
Avantax Investment Services, INC.Broker
September 1999 - November 2024 · 25 yrs 2 mos
Sunamerica Securities, INC.Broker
July 1997 - September 1999 · 2 yrs 2 mos
Hochman & Baker Securities, INC.Broker
September 1996 - August 1997 · 11 mos
State Registrations14 states
ALCACOFLGAIAILINMONVNYOHTXWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Janice Towne - Financial Advisor | TrueAdvisor