Terrill Martin Jannsen

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

• 09/1998 → 10/2019
  1St Global Capital Corp.
  Waukesha, WI
• 03/1999 → 10/2019
  1St Global Advisors, Inc
  Waukesha, WI
• 03/2005 → 06/2025
  Avantax Insurance Services, Inc.
  Waukesha, WI
• 09/2015 → 12/2017
  Jannsen Wealth Management, Inc
  Waukesha, WI
• 01/2018 → 03/2022
  R & R Wealth Management, Llc
  Waukesha, WI
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Waukesha, WI
• 10/2019 → 09/2025
  Avantax Advisory Services
  Waukesha, WI
• 03/2022 → Present
  Terrill Jannsen
  Waukesha, WI
• 09/2024 → Present
  Kc Wealth Management Llc
  Waukesha, WI
• 07/2007 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Waukesha, WI
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Waukesha, WI
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 08/2026 → Present
  Alcatonerips Llc
  Waukesha, WI

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Waukesha, WI
• 1999-03-09 → 2019-10-25
  1St Global Advisors Inc
  Waukesha, WI
• 2002-01-04 → 2010-12-31
  Jannsen Wealth Management, S.C.
  Waukesha, WI

Other Businesses

1) JKJ SURVIVORS TRUST POSITION: Trustee NATURE: Survivors Trust for my mother INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2016 ADDRESS: Unit A, Pewaukee WI 53072, DESCRIPTION: Check signing authority 2) FIXED INSURANCE POSITION: Financial Advisor NATURE: All fixed insurance products except for annuities and hybrid LTC. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/29/2018 ADDRESS: N14W23900 Stone Ridge Drive, Waukesha WI 53188, DESCRIPTION: Financial Advisor 3) WEGNER CPAS POSITION: Consultant NATURE: Provide consulting services to the firm for team development INVESTMENT RELATED: No NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 25 START DATE: 10/18/2022 ADDRESS: W229N1433 Westwood Drive, Waukesha WI 53186, United States DESCRIPTION: Meet with team members, help them develop goals and action plans as well as holding them accountable to the plan 4) TERRILL M JANNSEN POSITION: Financial Advisor NATURE: Self employed financial advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/17/2022 ADDRESS: 3532 Hawthorn Hill Drive, Waukesha WI 53188, United States DESCRIPTION: Financial advisor 5) KC WEALTH MANAGEMENT LLC POSITION: Financial Advisor NATURE: Affiliation with firm as a financial advisor to access back office assistance and to provide another financial advisor for knowledge and resource sharing. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 09/18/2024 ADDRESS: 3532 Hawthorn Hill Drive, Waukesha WI 53188, United States DESCRIPTION: Will be a financial advisor for clients which includes financial planning with investment advice, tax and estate planning, insurance solutions and more. Be a "backup" for other financial advisors if clients need assistance when others are not available. 6) NAME OF OTHER BUSINESS: ALCATONERIPS LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SALES OF COLLECTIBLES; START DATE: 8/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OVERSEE FINANCIAL AND OPERATIONAL ASPECTS OF THE BUSINESS;

Exams

• S66 Uniform Combined State Law Examination
  1998-11-16

Designations

• Certified Financial Planner

Other Names

• Terry Jannsen