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Jonathan Althoff

27 Years of Experience
Edina, MN
Broker

Jonathan Althoff is a registered investment advisor at Cetera Investment Advisers LLC, based in Edina, MN, with 27 years of industry experience. Jonathan 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
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Location

4948 Poppy Lane, Edina, MN, 55435

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jonathan is a managing partner for West Shore Brokerage LLC, a pass-through company for Cetera Investment Services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2014 - Present · 12 yrs 8 mos
Cetera Investment Services LLCBroker
February 2010 - Present · 16 yrs 7 mos
Previous Registrations
Cetera Investment Services LLC
January 2014 - January 2014 · 0 mos
MML Investors Services, INC.Broker
January 2009 - January 2010 · 1 yr
Uvest Financial Services Group, INC.Broker
January 2008 - October 2008 · 9 mos
Ifmg Securities, INC.Broker
November 2006 - February 2008 · 1 yr 3 mos
Tcf Investments, INC.Broker
October 1998 - December 2006 · 8 yrs 2 mos
State Registrations3 states
IAMNWI
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.