Daniel Venne is a registered investment advisor at Cetera Investment Advisers LLC, based in Temecula, CA, with 25 years of industry experience. Daniel 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
41911 5th Street, Suite 300, Temecula, CA, 92590
Get directionsHistory
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
Daniel is a 50% owner of Ridgepark LLC, an office building, and a 40% owner of 5th and Mercedes, LLC, another office building. He also owns a public accounting practice (Daniel S. Venne, CPA) taking about a quarter of his time, and serves as Director/Treasurer for the Temecula Sister City Association, a non-profit, dedicating minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Hochman & Baker Investment Advisory Services, INC.
Hochman & Baker Securities, INC.Broker
State Registrations5 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.