Jeff Landt is a CFA, CFP-designated registered investment advisor, based in Amery, WI, with 29 years of industry experience.
Location
Amery, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeff serves on the advisory board for Laurel Community School and Squaw Lake Rehabilitation and Management District, and is a co-owner of Symplany, LLC, a software company for financial advisors. He also serves on the investment subcommittee for the American Lung Association, offering guidance to their board of directors; these activities take minimal time, about 10-20% of his time, and a few hours per week, respectively.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Cri Securities, LLC
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Cri Securities, LLCBroker
State Registrations16 states
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