Joel David Johnson
Investment adviser representative at Cetera Investment Advisers LLC
19 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
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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
19 years in the industry.
- Buursma AgencyJul 2016 to now
- Delong & Brower Financial Services, LLCJul 2014 to now
- Cetera Investment Advisers LLCFeb 2014 to now
- Cetera Financial Specialists LLCFeb 2014 to now
- Cetera Investment Advisors LLCFeb 2014 to now
- Crown Financial MinistriesJan 2013 to now
- Joe Johnson & AssociatesSep 2006 to now
- Farpointe Wealth Advisors ;Mar 2023 to Dec 2025
- : Farpointe Financial Services LLCNov 2022 to Dec 2025
- Delong & Brower, P.C.Feb 2014 to Feb 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
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
- 4331414
- Firm CRD
- 105644