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Joel Alderson

4 Years of Experience
Overland Park, KS
Broker

Joel Alderson is a registered investment advisor at Cetera Investment Advisers LLC, based in Overland Park, KS, with 4 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

10955 LOWELL AVE STE 900, 910, 920, 100, and 200, Overland Park, KS, 66210

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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 Activities

Joel is an analyst for Prosperity Advisors, LLC, a financial services DBA, dedicating full-time hours to this role. He also refers clients to a CPA through Prosperity Tax Center, LLC, spending minimal time on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
December 2021 - Present · 4 yrs 7 mos
Previous Registrations
Cetera Advisors LLC
February 2022 - March 2024 · 2 yrs 1 mo
State Registrations25 states
AZCACOFLIAILINKSMDMIMOMTNCNENJNMNYOHOKPASDTXVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.