Josef Warta
Josef Warta is a registered investment advisor at Cetera Investment Advisers LLC, based in Waconia, MN, with 2 years of industry experience. Josef 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
Firm Size
IM Fee
Assets Under Management
Location
502 Cherry Drive, Waconia, MN, 55387
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Josef sells fixed insurance products as an insurance agent, dedicating a few hours per week to this activity. He also works as a financial advisor through Cetera Advisor Networks at Southpoint Financial Credit Union, and is involved in several other non-investment related activities, including bartending and serving on boards/committees.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
State Registrations11 states
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