Jason Madsen, financial advisor West Des Moines IA

Jason Madsen

CRD Number: 6246461
Current Firm: Cetera Investment Advisers LLC

Jason Madsen (CRD# 6246461) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in West Des Moines, IA and has over 10 years of experience in the finance industry.

Similar Advisors
Stoy Hall, financial advisor West Des Moines IA
Stoy T. Hall
CRD# 6104973
Black Mammoth LLC
Similar Advisors
Erik Aanonson, financial advisor West Des Moines IA
Erik D. Aanonson
CRD# 6935071
Thrivent Investment Management Inc.
Similar Advisors
Mark Aasen, financial advisor West Des Moines IA
Mark J. Aasen
CRD# 4343046
Osaic Wealth, Inc.
Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Jun 2023 - Current < 1
Cetera Advisor Networks LLC El Segundo, CA Aug 2016 - Current 7
Cetera Advisors LLC St Cloud, MN Aug 2016 - Current 7
Cetera Financial Specialists Schaumburg, IL Aug 2016 - Current 7
Summit Brokerage Services, Inc. Boca Raton, FL Aug 2016 - Current 7
First Allied Securities, Inc. San Diego, CA Sep 2017 - Sep 2022 5
Girard Securities Inc. San Diego, CA Aug 2016 - Nov 2017 1
Investors Capital Corp Lynnfield, MA Aug 2016 - Nov 2016 < 1
Unemployed Exira, IA Feb 2016 - Jul 2016 < 1
Northwestern Mutual Wealth Management Company Milwaukee, WI Oct 2014 - Feb 2016 1
Northwestern Mutual Investment Services, LLC Carroll, IA Nov 2013 - Feb 2016 2
Jeff Boes Carroll, IA Aug 2013 - Feb 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Jason L. Madsen
Phone Number: 888-528-2987
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.