Terrill Jannsen
Terrill Jannsen is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Waukesha, WI, with 27 years of industry experience. Terrill 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
Waukesha, WI
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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
Terrill is a trustee for a survivors trust, an agent for EIA sales, and a financial advisor for fixed insurance products (excluding annuities and hybrid LTC). He also provides consulting services to Wegner CPAs, works as a self-employed financial advisor, and is affiliated with KC Wealth Management LLC as a financial advisor, dedicating about half of his time to this role.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Jannsen Wealth Management, S.C.
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations3 states
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