TrueAdvisor
TrueAdvisor
JL
JL

Jennifer Lutgens

Cetera Investment Advisers LLC
4 Years of Experience
Nashville, TN
1 DisclosureBroker
View SEC Summary
View SEC Summary

Jennifer Lutgens is a registered investment advisor at Cetera Investment Advisers LLC, based in Nashville, TN, with 4 years of industry experience. Jennifer is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Cetera Investment Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B

Location

7608 Highway 70 S, Nashville, TN, 37221

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
August 2005
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2022 - Present · 4 yrs
Cetera Investment Services LLCBroker
September 2022 - Present · 4 yrs 1 mo
State Registrations1 state
TN
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.
More Advisors
More financial advisors in Nashville, TN →All financial advisors in Tennessee →