JY
JY

Jon Ylinen

17 Years of Experience
Madison, WI
BrokerSells Insurance

Jon Ylinen is a registered investment advisor, based in Madison, WI, with 17 years of industry experience.

Location

2945 Triverton Pike Dr, Ste 200, Madison, WI, 53711

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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

Jon is an independent contractor author, owner of rental property, and an agent/broker for fixed insurance sales. He also serves on the board of The Scott Richards North Star Foundation, is a managing member of Ylinen Enterprises, LLC, and works as a financial professional for North Star Resource Group.

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
May 2009 - August 2023 · 14 yrs 3 mos
Cri Securities, LLC
May 2009 - October 2021 · 12 yrs 5 mos
Securian Financial Services, INC.Broker
August 2008 - August 2023 · 15 yrs
Cri Securities, LLCBroker
August 2008 - October 2021 · 13 yrs 2 mos
State Registrations43 states
AKALARAZCACOCTDCFLGAHIIAILINKYLAMAMDMEMIMNMOMTNCNENJNMNVNYOHOKORPARISCSDTNTXVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.