Jason Lupinek
Jason Lupinek is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in St Cloud, MN, with 28 years of industry experience. Jason 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
400 1st St S Ste 300, St Cloud, MN, 56301
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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 Activities
Jason has 100% ownership of a lawn thatching business, which is seasonal (April and May). He spends a few hours per week on this non-investment related activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Previous Registrations
Guaranty Brokerage Services, INC.Broker
Cetera Investment Services LLC
Bancwest Investment Services, INC.Broker
Granite Investment Services, INC.Broker
Guaranty Brokerage Services, INC.Broker
Bancwest Investment Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations52 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.