Joseph Kean
Joseph Kean is a registered investment advisor at Cetera Investment Advisers LLC, based in Cleveland, OH, with 21 years of industry experience. Joseph 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
6200 Rockside Rd, Cleveland, OH, 44131
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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 ActivitiesSells Insurance
Joseph sells life, health, disability, annuities, and long-term care insurance with various companies since 2014. He is also a regional director for Vantage Financial Group Inc., dedicating about a quarter of his time, and a board member for Bentley Park HOA, requiring minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Vantage Financial Group, INC.
Cetera Advisor Networks LLC
PNC Investments
PNC InvestmentsBroker
Natcity Investments, INC.
Natcity Investments, INC.Broker
State Registrations51 states
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