JD
JD

Joel Dettwiler

9 Years of Experience
Onalaska, WI
BrokerSells Insurance

Joel Dettwiler is a registered investment advisor at Cetera Investment Advisers LLC, based in Onalaska, WI, with 9 years of industry experience. Joel 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

1855 E Main St, Onalaska, WI, 54650

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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

Joel sells fixed insurance products with various companies, dedicating a few hours per week. He is also involved with Clinpressed LLC, Northside Volleyball Club, Quantum Group SNP, LLC, and Quantum Group Planners, spending about half his time on the latter for financial planning services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2025 - Present · 1 yr 4 mos
Cetera Wealth Services, LLC
January 2025 - Present · 1 yr 4 mos
Cetera Wealth Services, LLCBroker
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Commonwealth Financial Network
May 2021 - January 2025 · 3 yrs 8 mos
Commonwealth Financial NetworkBroker
May 2021 - January 2025 · 3 yrs 8 mos
Voya Financial Advisors, INC.
March 2020 - May 2021 · 1 yr 2 mos
Voya Financial Advisors, INC.Broker
March 2020 - May 2021 · 1 yr 2 mos
MML Investors Services, LLC
March 2017 - March 2020 · 3 yrs
MML Investors Services, LLCBroker
March 2017 - March 2020 · 3 yrs
Msi Financial Services, INC.
October 2016 - March 2017 · 5 mos
Msi Financial Services, INC.Broker
August 2016 - March 2017 · 7 mos
State Registrations23 states
ARAZCACOFLGAIAILINKYMAMIMNNCNVOHSCTNTXUTVAWAWI
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.
Joel Dettwiler - Financial Advisor | TrueAdvisor