JL
CFP
JL
CFP

Janenne Lackey

26 Years of Experience
Terre Haute, IN
2 DisclosuresBrokerSells Insurance

Janenne Lackey is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Terre Haute, IN, with 26 years of industry experience. Janenne is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10458 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location

118 N 3rd St, Terre Haute, IN, 47807

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2011
Denied
Customer Dispute
June 2007
Closed-No Action
Other Business ActivitiesSells Insurance

Janenne is a financial advisor doing business as Wilde Wealth Management, spending full-time hours on securities and financial services. She also has several other business ventures, including online coffee sales, automotive parts sales, rental properties, farm ground rental, and woodworking, and refers clients to property and casualty insurance agents.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 7 mos
Cetera Advisors LLC
January 2008 - Present · 18 yrs 9 mos
Cetera Advisors LLCBroker
January 2008 - Present · 18 yrs 9 mos
Previous Registrations
Cetera Advisors LLC
April 2008 - March 2024 · 15 yrs 11 mos
First Financial Equity CorporationBroker
November 2001 - January 2008 · 6 yrs 2 mos
Westamerica Investment GroupBroker
April 2001 - November 2001 · 7 mos
Merit Capital Associates, INC.Broker
May 2000 - April 2001 · 11 mos
State Registrations49 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPASCSDTNTXUTVAVTVirgin IslandsWAWIWY
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.
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