JM
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Joseph Murto

23 Years of Experience
Golden, CO
1 DisclosureBrokerSells Insurance

Joseph Murto is a registered investment advisor at Cetera Investment Advisers LLC, based in Golden, CO, with 23 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

14143 Denver West Parkway, Suite 100, Golden, CO, 80401

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History

Regulatory History (1)
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Customer Dispute
April 2005
Closed-No Action
Other Business ActivitiesSells Insurance

Joseph is the owner and financial advisor for Alpine Wealth Management, LLC, a DBA for financial services, dedicating a full quarter of his time. He also works as an insurance agent selling life, disability, annuities, and long-term care insurance, spending minimal time on this activity, and owns a rental home, spending minimal time overseeing it.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLC
July 2018 - Present · 8 yrs
Cetera Advisors LLCBroker
July 2018 - Present · 8 yrs
Previous Registrations
Cetera Advisors LLC
July 2018 - March 2024 · 5 yrs 8 mos
Ameriprise Financial Services, INC.
June 2002 - July 2018 · 16 yrs 1 mo
Ameriprise Financial Services, INC.Broker
April 2002 - July 2018 · 16 yrs 3 mos
Ids Life Insurance CompanyBroker
April 2002 - July 2006 · 4 yrs 3 mos
State Registrations16 states
ALCACODCDEFLGAMAMDMENCNYPASCVAWA
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.