Jon Ogren
Jon Ogren is a registered investment advisor at Cetera Investment Advisers LLC, based in Overland Park, KS, with 25 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
7500 College Blvd, Ste 800, Overland Park, KS, 66210
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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
Jon is an agent/broker for multiple fixed insurance sales companies and owns Go Fitness Corp, a web-based business. He also works as an adjunct lecturer talking about 401(k) plans and is a board member for a non-profit, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
MML Distributors, LLCBroker
Stancorp Equities, INC.Broker
Stancorp Investment Advisers, INC.
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
Mmc Securities CORP
Mmc Securities CORP.Broker
Mutual of Omaha Investor Services, INC.Broker
One Orchard Equities, INC.Broker
Everen Securities, INC.Broker
State Registrations25 states
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