JM
JM

John Mensendiek

38 Years of Experience
Danville, CA
BrokerSells Insurance

John Mensendiek is a registered investment advisor at Cetera Investment Advisers LLC, based in Danville, CA, with 38 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
Loading...

Location

318 Diablo Rd, Ste # 270, Danville, CA, 94526

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

John is a part owner of Villa Campana & La Quinta Partnership, Ltd, involved in residential and commercial property leasing since 2003. He also works full-time as an independent insurance agent since 1992, selling fixed insurance products.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
March 2006 - June 2021 · 15 yrs 3 mos
Voya Financial Advisors, INC.Broker
January 2004 - June 2021 · 17 yrs 5 mos
Locust Street Securities, INC.Broker
March 1992 - January 2004 · 11 yrs 10 mos
Market Investment Services CorporationBroker
March 1986 - June 1987 · 1 yr 3 mos
Kidder, Peabody & CO. IncorporatedBroker
April 1983 - March 1984 · 11 mos
Paine, Webber, Jackson & Curtis INC.Broker
May 1981 - May 1983 · 2 yrs
State Registrations15 states
AZCACOGAHIILNJNVOHORSCTXUTVAWI
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.