Joanne Vera Mcknight
Investment adviser representative at Cetera Investment Advisers LLC
9 yearsExperience
1 stateRegistered 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
9 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Advisors LLCJun 2023 to now
- Cetera Financial Specialists LLCJun 2023 to now
- Cetera Investment Services LLCJun 2023 to now
- Cetera Wealth Services, LLCJun 2023 to now
- Avantax Investment Services IncOct 2024 to Sep 2025
- LPL Financial, LLCMay 2021 to Jun 2023
- Waddell & Reed, IncOct 2016 to Sep 2021
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 4762825
- Firm CRD
- 105644