John Landers (CRD# 5538894) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lakewood, OH and has over 8 years of experience in the finance industry.
CRD# 5686543
Strategic Wealth Partners, Ltd.
Score
106
CRD# 2049796
Jeffrey A Bogart Investment Advisor
Score
103
CRD# 1454349
Liberty Partners Capital Management, LLC
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Lakewood, OH | Jan 2014 - Current | 4 |
| Cetera Investment Services LLC | St. Cloud, MN | Dec 2013 - Current | 4 |
| First Fed & Sav Loan Assoc | Lakewood, OH | Nov 2013 - Current | 4 |
| Pnc Investments | Cleveland, OH | May 2011 - Nov 2013 | 2 |
| Charles Schwab & Company, Inc. | Richfield, OH | Jun 2008 - Apr 2011 | 2 |
| Schwab Retirement Plan Services, Inc. | Richfield, OH | Jun 2008 - Apr 2011 | 2 |
| Progressive Insurance | Mayfield Village, OH | Aug 1999 - Sep 2008 | 9 |
| Ameriprise Financial Services Inc. | Mayfield, OH | Jun 2008 - Jul 2008 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2009 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.
Reported Disclosure Event:- Customer Dispute
- OH
-
Total Assets Under Management7,816MILLIONS
-
Total Number of Accounts41,288ACCOUNTS
-
Average Account Value$189,310
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.