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John Schaeufele

10 Years of Experience
Fishersville,, VA
Broker

John Schaeufele is a registered investment advisor at Cetera Investment Advisers LLC, based in Fishersville,, VA, with 10 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

71 Wilson Blvd Suite A03, Fishersville,, VA, 22939

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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 Activities

John is a financial professional at Anchor Financial Group, dedicating about a quarter of his time. He also refers self-employed individuals to Gig Worker Solutions' benefit packages, spending minimal time on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLC
January 2023 - Present · 3 yrs 4 mos
Cetera Advisors LLCBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Cetera Advisors LLC
January 2023 - March 2024 · 1 yr 2 mos
Oneamerica Securities, INC.
December 2021 - February 2023 · 1 yr 2 mos
Oneamerica Securities, INC.Broker
December 2015 - February 2023 · 7 yrs 2 mos
State Registrations1 state
VA
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.
John Schaeufele - Financial Advisor | TrueAdvisor