JM
JM

John May

4 Years of Experience
White Bear Lake, MN
BrokerSells Insurance

John May is a registered investment advisor at Cetera Investment Advisers LLC, based in White Bear Lake, MN, with 4 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
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Location

White Bear Lake, MN

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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 ActivitiesSells Insurance

John operates May Financial Planning as a DBA for financial services, dedicating about a quarter of his time. He also works as an insurance agent selling life, fixed annuities, and long-term care insurance, and volunteers as a hockey coach.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 3 mos
Cetera Wealth Services, LLC
November 2021 - Present · 4 yrs 10 mos
Cetera Wealth Services, LLCBroker
November 2021 - Present · 4 yrs 10 mos
Previous Registrations
Advisornet Wealth Partners
March 2022 - November 2023 · 1 yr 8 mos
Cetera Advisor Networks LLC
February 2022 - June 2023 · 1 yr 4 mos
State Registrations24 states
AZCACOCTFLIAILINMAMDMIMNNDNENHNMNYOHOKSDTXWAWIWY
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.
John May - Financial Advisor | TrueAdvisor