Jeffrey Hakes
Jeffrey Hakes is a registered investment advisor at Cetera Investment Advisers LLC, based in Southfield, MI, with 3 years of industry experience. Jeffrey 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
Firm Size
IM Fee
Assets Under Management
Location
20750 Civic Center Drive, Suite 590, Southfield, MI, 48076
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey sells fixed insurance products with various companies since April 2024, dedicating a few hours per week. He also works as a financial advisor for Wealth Strategies Financial Group since January 2025, taking about a quarter of his time, and provides health insurance and advice since January 2024, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
First Command Advisory Services
First Command Brokerage Services, INC.Broker
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
State Registrations11 states
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.