RP
RP

Richard Panush

28 Years of Experience
Lemont, IL
Broker

Richard Panush is a registered investment advisor at Cetera Investment Advisers LLC, based in Lemont, IL, with 28 years of industry experience. Richard 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

14232 Mccarthy Road, Lemont, IL, 60439

Get directions

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.

Learn about disclosures →
Other Business Activities

Richard works as an accountant for small businesses and runs his own tax practice, spending about 10-20% of his time on the former and nearly full-time on the latter. He is also the president of Essington Sports Group Limited and a trustee for a family trust, dedicating a few hours per week to the former.

Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2005 - Present · 21 yrs
Cetera Financial Specialists LLC
November 1997 - Present · 28 yrs 8 mos
Cetera Financial Specialists LLCBroker
November 1997 - Present · 28 yrs 8 mos
State Registrations9 states
ARFLGAILINMIMNMOWI
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.
Richard Panush - Financial Advisor | TrueAdvisor