JC
CFP
JC
CFP

Joshua Canniff

19 Years of Experience
Shoreview, MN
BrokerSells Insurance

Joshua Canniff is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Shoreview, MN, with 19 years of industry experience. Joshua 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
Loading...

Location

Rice Creek Professional Building, 5985 Rice Creek Pkwy Ste 100, Shoreview, MN, 55126

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Joshua is an advisory representative at AdvisorNet Financial Inc, doing fee-based financial planning and asset management. He also sells fixed life, disability, annuities, and long-term care insurance and works as a financial advisor at Rice Creek Wealth Management providing investment advice, insurance, and financial planning, dedicating full-time hours to this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Advisornet Wealth Partners
January 2014 - Present · 12 yrs 6 mos
Cetera Wealth Services, LLCBroker
May 2009 - Present · 17 yrs 2 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2014 - June 2023 · 9 yrs 5 mos
Ameriprise Financial Services, INC.
November 2007 - May 2009 · 1 yr 6 mos
Ameriprise Financial Services, INC.Broker
June 2006 - May 2009 · 2 yrs 11 mos
State Registrations7 states
AZFLMNNYOHTXWI
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.