Jeffrey Okenfuss
Jeffrey Okenfuss is a registered investment advisor at Cetera Investment Advisers LLC, based in Ste. Genevieve, MO, with 21 years of industry experience. Jeffrey 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
21450 Highway 32, Ste. Genevieve, MO, 63670
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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
Jeffrey helps prepare tax returns as an employee of HSB Advisors LLC, dedicating about 10-20% of his time. He is also a partner and owner of Okenfuss LLC, a rental home ownership business, and an employee of HSB Financial Solutions LLC, providing financial solutions to clients, which takes about a quarter of his time. Finally, he sells health insurance.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Farmers Financial Solutions, LLCBroker
State Registrations3 states
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