TJ
TJ

Thomas Josten

2 Years of Experience
Schaumburg, IL
BrokerSells Insurance

Thomas Josten is a registered investment advisor at Cetera Investment Advisers LLC, based in Schaumburg, IL, with 2 years of industry experience. Thomas 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

1827 Walden Office Square, Suite 225, Schaumburg, IL, 60173

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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

Thomas works as an insurance agent selling fixed insurance products, dedicating minimal time to this activity. He also works as an associate/financial professional providing administrative services for Josten Financial, spending about 10-20% of his time on this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Wealth Services, LLCBroker
February 2024 - Present · 2 yrs 3 mos
State Registrations1 state
IL
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.