JF
JF

Josh Fussy

3 Years of Experience
Minnetonka, MN
Broker

Josh Fussy is a registered investment advisor at Cetera Investment Advisers LLC, based in Minnetonka, MN, with 3 years of industry experience. Josh 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

130 Cheshire Ln, Ste 150, Minnetonka, MN, 55305

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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

Josh works as a client administrator for AdvisorNet Financial Inc. This financial services role takes up a full-time commitment.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2023 - June 2023 · 1 mo
State Registrations1 state
MN
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.