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Jennifer Homman

25 Years of Experience
Madison, WI
BrokerSells Insurance

Jennifer Homman is a registered investment advisor at Cetera Investment Advisers LLC, based in Madison, WI, with 25 years of industry experience. Jennifer 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

5403 Eastpark Blvd, Madison, WI, 53718

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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 ActivitiesSells Insurance

Jennifer is an Investment Advisory Representative at CWM, LLC DBA Carson Group Partners and owner of Cultivate Wealth, dedicating about a quarter of her time to each. She also sells fixed insurance products, including life, annuities, and crop insurance, and owns Crop Protection Group, LLC.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cwm, LLC
July 2018 - Present · 7 yrs 10 mos
Cetera Wealth Services, LLCBroker
July 2018 - Present · 7 yrs 10 mos
Previous Registrations
Cetera Advisor Networks LLC
July 2018 - June 2023 · 4 yrs 11 mos
Harbour Investments, INC.
June 2001 - July 2018 · 17 yrs 1 mo
Harbour Investments, INC.Broker
February 2001 - July 2018 · 17 yrs 5 mos
State Registrations6 states
AZMIMNSCTXWI
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.