JP
CFP
JP
CFP

Justin Prescott

20 Years of Experience
Plymouth, MN
BrokerSells Insurance

Justin Prescott is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Plymouth, MN, with 20 years of industry experience. Justin 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

3300 Fernbrook Ln N Suite #210, Plymouth, MN, 55447

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Justin is affiliated with Avantax Insurance Agency and Advisornet Insurance, selling equity indexed annuities and working as an independent insurance agent. He is also a partner at MRK Financial Solutions, Inc. and the President/Owner/Financial Advisor for TruPlan Financial Planners, dedicating full-time hours to providing financial advice.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Wealth Services, LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
January 2014 - September 2025 · 11 yrs 8 mos
Avantax Investment Services, INC.Broker
January 2010 - September 2025 · 15 yrs 8 mos
Ameriprise Financial Services, INC.Broker
July 2009 - January 2010 · 6 mos
Larsonallen Financial
August 2008 - February 2009 · 6 mos
Marquis Wealth Management Group
January 2005 - July 2008 · 3 yrs 6 mos
State Registrations47 states
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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.
Justin Prescott - Financial Advisor | TrueAdvisor