Joshua Richard Zahn
Investment adviser representative at Cetera Investment Advisers LLC
12 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
12 years in the industry.
- Heartwood AdvisorySep 2025 to now
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Wealth Services, LLCMar 2022 to now
- Rayhons FinancialMar 2022 to Sep 2025
- Raymond James Financial Services Avisors, Inc.Feb 2019 to Mar 2022
- Raymond James Financial Services, Inc.Feb 2019 to Mar 2022
- Desert Schools Financial ServicesJun 2016 to Mar 2022
- LPL Financial LLCJun 2016 to Feb 2019
- Desert Financial Credit UnionFeb 2014 to Mar 2022
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 6670339
- Firm CRD
- 105644