John Daniel Salan
Investment adviser representative at Cetera Investment Advisers LLC
25 yearsExperience
1 stateRegistered in
PFSDesignation
$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
25 years in the industry.
- Cetera Investment Advisers LLCJul 2025 to now
- Cetera Wealth Services, LLCJul 2025 to now
- Health Insurance CommissionsJan 2010 to now
- Mac & Eds Properties, LLCJan 2008 to now
- John D. Salan, C.P.A., P.C.Jan 2001 to now
- Avantax Advisory ServicesDec 2023 to Sep 2025
- Avantax Insurance Agency, LLCAug 2022 to Sep 2025
- Avantax Investment ServicesAug 2022 to Sep 2025
- Salan Insurance Agency, LLCJul 2016 to Jul 2022
- Farmers Financial Solutions, LLCJun 2016 to Jun 2022
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 4625748
- Firm CRD
- 105644