JL
CFP
JL
CFP

Janenne Lackey

25 Years of Experience
Glendale, AZ
2 DisclosuresBrokerSells Insurance

Janenne Lackey is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Glendale, AZ, with 25 years of industry experience. Janenne 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

19420 N 59th Ave Bldg C Ste 261, Glendale, AZ, 85308

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History

Regulatory History (2)
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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 2 mos
Cetera Advisors LLC
January 2008 - Present · 18 yrs 4 mos
Cetera Advisors LLCBroker
January 2008 - Present · 18 yrs 4 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.