Joan Gilles, financial advisor Lake Elmo MN

Joan Gilles

CRD Number: 1171123
Current Firm: Cetera Investment Advisers LLC

Joan Gilles (CRD# 1171123) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lake Elmo, MN and has over 33 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Jun 2023 - Current < 1
Advisornet Wealth Partners Minneapolis, MN Feb 2015 - Current 9
Cetera Advisor Networks LLC El Segundo, CA Jan 2015 - Current 9
Ameriprise Financial Advisors Minneapolis, MN Jan 2009 - Jan 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1991
S66 NASAA Uniform Combined State Law Examination May 2007
Contact Info for Joan M. Gilles
Phone Number: 888-528-2987
Registered State(s):
  • MN
  • TX
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

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