Dennis Megaard
Dennis Megaard is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Bothell, WA, with 19 years of industry experience. Dennis 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
22232 17th Avenue Se, Suite 310, Bothell, WA, 98021
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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
Dennis is treasurer of a private water system, president/owner of a skilled nursing facility, and owns rental real estate. He is also a co-owner of a CPA firm, conducts financial services under Pacific Crest Financial Services, and sells fixed index annuities and other insurance products, dedicating minimal time to these sales.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations1 state
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