Joel Edward Zysset

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

• 09/2014 → 06/2021
  Voya Financial Advisors
  Jersey Shore, PA
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2025 → Present
  Creative Financial Strategies
  Williamsport, PA

Previous Registrations

• 2017-01-23 → 2021-06-09
  Voya Financial Advisors, Inc.
  Jersey Shore, PA
  Centre Hall, PA
  Bellefonte, PA
  Spring Mills, PA
  Mill Hall, PA
  Williamsport, PA
  State College, PA
  Jersey Shore, PA
  Williamsport, IA
  Windsor, CT

Other Businesses

1. NAME OF ENTITY: Joel Zysset; No; 1610 Nicola Crossway; WILLIAMSPORT; PA; 17701; tax preparation; tax preparer; 10/31/2005; 4; 4; prepares taxes 2. NAME OF ENTITY: Independent Insurance agent; Yes; SAME AS REGISTERED LOCATION; Fixed Insurance Sales; Independent Insurance Agent; 11/4/2005; 160; 160; sales of fixed insurance products 3. NAME OF OTHER BUSINESS: CREATIVE FINANCIAL STRATEGIES; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 7/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-12-15