Joseph Mortenson
Investment adviser representative at Cetera Investment Advisers LLC
13 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
13 years in the industry.
- Cetera Investment Advisers LLCNov 2023 to now
- Cetera Financial Specialists LLCOct 2023 to now
- Altruist CorpJul 2022 to Aug 2023
- Altruist Financial LLCJul 2022 to Aug 2023
- Robinhood Markets, IncJun 2022 to Jul 2022
- Robinhood Financial, LLCJun 2020 to Jul 2022
- TIAAJul 2017 to Jun 2020
- TIAA-CREF Individual & Institutional Services, LLCJul 2017 to Jun 2020
- ScottradeMay 2017 to Jul 2017
- Morgan StanleyAug 2016 to Feb 2017
- University of PhoenixOct 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 6135886
- Firm CRD
- 105644