PJ
PJ

Patsy Jud

3 Years of Experience
Caledonia, MI
BrokerSells Insurance

Patsy Jud is a registered investment advisor at Cetera Investment Advisers LLC, based in Caledonia, MI, with 3 years of industry experience. Patsy 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

7115 Kalamazoo Ave SE Ste B, Caledonia, MI, 49316

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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

Patsy operates as a financial professional under Anchor Wealth Advisers and dedicates full-time hours to this role. She also works as a writer for Patsy SC JUD, LLC, spending minimal time on this activity, and sells fixed insurance products with various companies, dedicating a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLC
February 2023 - Present · 3 yrs 3 mos
Cetera Advisors LLCBroker
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Cetera Advisors LLC
June 2023 - March 2024 · 9 mos
State Registrations3 states
CTMIWY
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.