Terrill Martin Jannsen
Investment adviser representative at Cetera Investment Advisers LLC
28 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
28 years in the industry.
- Alcatonerips LLCAug 2026 to now
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Kc Wealth Management LLCSep 2024 to now
- Terrill JannsenMar 2022 to now
- Avantax Advisory ServicesOct 2019 to Sep 2025
- Avantax Investment Services, Inc.Oct 2019 to Sep 2025
- R & R Wealth Management, LLCJan 2018 to Mar 2022
- Jannsen Wealth Management, IncSep 2015 to Dec 2017
- Avantax Insurance Agency And/or Avantax Insurance ServicesJul 2007 to Sep 2025
- Avantax Insurance Services, Inc.Mar 2005 to Jun 2025
- 1st Global Advisors, IncMar 1999 to Oct 2019
- 1st Global Capital Corp.Sep 1998 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1998
State registrations
Registered as an investment adviser representative in 1 state (WI).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3120858
- Firm CRD
- 105644