JS
CFP
JS
CFP

Jarod Schut

10 Years of Experience
Whitewater, WI
Broker

Jarod Schut is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Whitewater, WI, with 10 years of industry experience. Jarod 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

207 W Main Street, Whitewater, WI, 53190

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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

Jarod is a trust officer for First National Bank and Trust and a non-voting member of the investment committee for the trust group. He is also a co-owner of Promenade Enterprises, LLC, a residential real estate landlord, and an adjunct professor at Beloit College, teaching a personal finance class for a few hours per week during peak season.

Employment History
Current Registrations
Cetera Investment Services LLCBroker
September 2017 - Present · 8 yrs 8 mos
Cetera Investment Advisers LLC
September 2017 - Present · 8 yrs 8 mos
Previous Registrations
AXA Advisors, LLCBroker
July 2015 - September 2017 · 2 yrs 2 mos
State Registrations3 states
FLILWI
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.
Jarod Schut - Financial Advisor | TrueAdvisor