John
Stogner

Cetera Investment Advisers LLC

CRD#4174072
Investment Advisor
in Lexington, KY

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About this Advisor

John Stogner is a financial advisor based in Lexington, Kentucky, working with Cetera Investment Advisers LLC. John has previously held positions at The Entrust Group Real Estate, Foresters Advisory Services LLC, Cetera Investment Services LLC, Cetera Investment Advisers LLC, and Foresters Financial. John has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Kentucky and Texas. Currently, John is part of Cetera Investment Advisers LLC, which operates out of Lexington, Kentucky. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

201 E. Main St Suite 520
Lexington, KY 40507

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$104,468,595,111

KY Average: $6,674,516,078
Total Number of Employees

6,648

KY Average: 44
Total Number of Accounts

423,554

KY Average: 2,564
Average Account Size

$246,648

KY Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

John Stogner Work History

2019 - Present (5 years)

Cetera Investment Services LLC

2019 - Present (5 years)

Cetera Investment Advisers LLC

2017 - Present (7 years)

The Entrust Group Real Estate

2017 - 2019 (2 years)

Foresters Advisory Services LLC

2000 - 2019 (19 years)

Foresters Financial

Disclosures

Please visit the SEC profile of John Stogner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Investment Advisers LLC

Anthony Costabile
New York, NY
Carter Dye
Toledo, OH
Blake Mcginley
San Jose, CA
Nicholas Witte
Saint Louis, MO
Justin Lucas
Indianapolis, IN
Cameron Mcginley
Saint Louis, MO
Sean Mainwaring
Tampa, FL
Kurtis Anderson
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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