Jeffrey WackerCRD Number: 5892675
Current Firm: Cetera Investment Advisers LLC
Jeffrey Wacker (CRD# 5892675) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Wichita, KS and has over 6 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Ameriprise Financial Services, Inc.
|Cetera Investment Advisers LLC||Wichita, KS||Apr 2014 - Current||3|
|Cetera Investment Services LLC||Wichita, KS||Apr 2014 - Current||3|
|Emprise Bank||Wichita, KS||Apr 2014 - Current||3|
|Cetera Investment Advisers LLC||Schaumburg, IL||Jan 2014 - Jan 2014||< 1|
|Cetera Investment Services LLC||St. Cloud, MN||Feb 2011 - Jan 2014||2|
|Cornerbank||Winfield, KS||Jan 2011 - Jan 2014||3|
|Kansas Turnpike Authority||Wichita, KS||Dec 2005 - Jan 2011||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2011|
|S65||NASAA Investment Advisors Law Examination||Feb 2012|
Total Assets Under Management7,010MILLIONS
Total Number of Accounts26,660ACCOUNTS
Average Account Value$262,943
- 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
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