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Joanne Vera Mcknight

Cetera Investment Advisers LLC

Kansas City, MO

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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2023-06-29
  • MO RA
    APPROVED
    Since 2023-06-29

Branch Locations

Kansas City, MO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc Leawood KS 04/2009 10/2016
Waddell & Reed, Inc Shawnee Mission KS 10/2016 09/2021
Lpl Financial, Llc Overland Park KS 05/2021 06/2023
Cetera Wealth Services, Llc El Segundo CA 06/2023 Present
Cetera Investment Services Llc St Cloud MN 06/2023 Present
Cetera Financial Specialists Llc Schaumburg IL 06/2023 Present
Cetera Advisors Llc Greenwood Village CO 06/2023 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
Avantax Investment Services Inc Dallas TX 10/2024 09/2025
  • 04/2009 → 10/2016
    Ubs Financial Services Inc
    Leawood, KS
  • 10/2016 → 09/2021
    Waddell & Reed, Inc
    Shawnee Mission, KS
  • 05/2021 → 06/2023
    Lpl Financial, Llc
    Overland Park, KS
  • 06/2023 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2023 → Present
    Cetera Investment Services Llc
    St Cloud, MN
  • 06/2023 → Present
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 06/2023 → Present
    Cetera Advisors Llc
    Greenwood Village, CO
  • 06/2023 → Present
    Cetera Investment Advisers Llc
    Schaumburg, IL
  • 10/2024 → 09/2025
    Avantax Investment Services Inc
    Dallas, TX
Previous Registrations
  • 2023-06-22 → 2023-06-30
    Cetera Wealth Services, Llc
    El Segundo, CA
    Kansas City, MO
  • 2021-10-08 → 2023-06-15
    Lpl Financial Llc
    Fort Mill, SC
    Shawnee Mission, KS
    Overland Park, KS
  • 2016-11-15 → 2021-09-14
    Waddell & Reed
    Overland Park, KS
    Overland Park, KS
  • 2009-04-24 → 2016-10-14
    Ubs Financial Services Inc.
    Kansas City, MO
  • 2005-12-12 → 2009-05-14
    Citigroup Global Markets Inc.
    Kansas City, MO
  • 2005-03-02 → 2005-11-01
    First Horizon Advisors, Inc.
    Leawood, KS
  • 2004-07-06 → 2005-02-25
    Piper Sandler & Co.
    Leawood, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-07-02
  • S66 Uniform Combined State Law Examination
    2004-07-02
Other Names
  • Joanne Vera Paula Mcelroy
  • Joanne V Mcknight

View on SEC IAPD

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