Jon S Ogren

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → 01/2019
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 01/2014 → 01/2019
  Mml Distributors Llc
  Overland Park, KS
• 01/2019 → Present
  Renaissance Financial Corporation
  Overland Park, KS
• 01/2019 → 08/2023
  Minnesota Life Insurance Company
  St. Paul, MN
• 01/2019 → 08/2023
  Securian Finacial Services Inc
  St. Paul, MN
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Overland Park, KS
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-03-04 → 2023-08-10
  Securian Financial Services, Inc.
  Overland Park, KS
  St. Paul, MN
• 2008-04-29 → 2013-12-04
  Stancorp Investment Advisers, Inc.
  Overland Park, KS
• 2005-11-14 → 2008-04-07
  Northwestern Mutual Investment Services, Llc
  Leawood, KS
• 2004-11-01 → 2004-12-03
  Mmc Securities Llc
  Kansas City, MO

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: August 1992 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: January 2019 POSITION/TITLE/RELATIONSHIP: Financial Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, INSURANCE AND ADVISORY SERVICES 3. GO FITNESS CORP POSITION: Owner NATURE: Trainer/Teacher INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 03/15/2021 ADDRESS: 14303 Bond Street, Overland Park KS 66221, United States DESCRIPTION: This is a web based business where people can attend her virtual classes; 4. NAME OF OTHER BUSINESS: THE PLAN SPONSOR UNIVERSITY TPSA, INVESTMENT RELATED: NO, ADDRESS: JCCC REGNIER CENTER, COLLEGE BLVD, OVERLAND PARK, KS 66210, NATURE OF BUSINESS: EDUCATION, START DATE: 04/2024 POSITION/TITLE/RELATIONSHIP: ADJUNCT LECTURER, LESS THAN 1 HOUR PER WEEK, DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: TALK ABOUT 401(K) PLANS; 5. NAME OF OTHER BUSINESS: FATHER'S CLUB, INC. INVESTMENT RELATED: NO, ADDRESS: PO BOX 23303, OVERLAND PARK, KS 66883, NATURE OF BUSINESS: NON-PROFIT, START DATE: 01/2025, POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 2, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: LISTEN AND GUIDE AS WE WORK TO HELP FATHERS BECOME BETTER DADS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-02-15
• S63 Uniform Securities Agent State Law Examination
  1997-04-10

Other Names

• Jon Stark Ogren