JW
CFP
JW
CFP

Joshua Webskowski

19 Years of Experience
Rockford, MN
BrokerSells Insurance

Joshua Webskowski is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Rockford, 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
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Location

6040 Main St Ste 102, Rockford, MN, 55373

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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

Joshua sells fixed life, health, disability, and long-term care insurance with various companies. He is also an advisory representative with AdvisorNet Financial Inc. and is involved with debt management counseling, financial services, tax preparation, and authoring tax books.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Advisornet Wealth Partners
June 2014 - Present · 11 yrs 11 mos
Cetera Wealth Services, LLCBroker
December 2006 - Present · 19 yrs 5 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2014 - June 2023 · 9 yrs 5 mos
State Registrations1 state
MN
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.