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John Scanlon

18 Years of Experience
Schaumburg, IL
BrokerSells Insurance

John Scanlon is a registered investment advisor at Cetera Investment Advisers LLC, based in Schaumburg, IL, with 18 years of industry experience. John 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

1901 N Roselle Road Suite 800, Schaumburg, IL, 60195

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

John is an independent insurance agent selling fixed annuities and life insurance, and also involved in property management and IT/sales work for Zyntex, Inc. He also works for Chicago Wealth Management Group, LLC and is an instructor for the Association of Financial Educators.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
September 2013 - June 2023 · 9 yrs 9 mos
Walnut Street Securities, INC.
October 2008 - September 2013 · 4 yrs 11 mos
Walnut Street Securities, INC.Broker
July 2008 - September 2013 · 5 yrs 2 mos
Lambert Clark Group LLC
January 2008 - April 2008 · 3 mos
State Registrations10 states
CAFLILINMINVNYOHTXWI
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.