John-mark Dennis Pothast
Investment adviser representative at Cetera Investment Advisers LLC
11 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
11 years in the industry.
- Cetera Investment Advisers LLCAug 2023 to now
- Cetera Wealth Services, LLCAug 2023 to now
- Securian Life Insurance CompanyDec 2021 to now
- Renaissance FinancialApr 2021 to now
- Minnesota Life Insurance CompanyDec 2021 to Aug 2023
- Securian Financial ServicesApr 2021 to Dec 2021
- City of KenaiJul 2020 to Aug 2020
- City of KenaiJul 2019 to Aug 2019
- Northern Arizona UniversityAug 2018 to Jan 2023
- Kenai Salmon CoJun 2018 to Aug 2018
- Kenai Salmon CoJun 2017 to Aug 2017
- Soldotna High SchoolAug 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7364707
- Firm CRD
- 105644