Jay W Laramy

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

• 01/2024 → Present
  Mrk Financial Solutions
  Plymouth, MN
• 10/2021 → 12/2023
  Grand Canyon University
  Phoenix, AZ
• 07/2014 → 10/2021
  Unemployed
  Farmington, MN
• 07/2024 → 09/2025
  Avantax Investment Services, Inc.
  Plymouth, MN
• 07/2024 → 09/2025
  Avantax Advisory Services
  Plymouth, MN
• 01/2025 → Present
  Truplan Financial Planners
  Plymouth, MN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Plymouth, MN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/2025 → Present
  Truplan Financial Advisors
  Plymouth, MN

Previous Registrations

• 2024-07-30 → 2025-09-05
  Avantax Advisory Services
  Plymouth, MN
  Dallas, TX

Other Businesses

1) MRK FINANCIAL SOLUTIONS POSITION: Client Service Associate NATURE: MRK Financial delivers customized plans to clients to help them pursue the future they picture. MRK also collaborates with accountants and independent financial advisors across the country to share knowledge, resources, and data. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/02/2024 ADDRESS: 3020 Harbor Lane North, Plymouth MN 55447, United States DESCRIPTION: Top five job responsibilities include:- Creating accounts- Helping in client meetings/prepwork- Answering the phone- Assisting clients with their needs- Updating account information 2) TRUPLAN FINANCIAL PLANNERS POSITION: Client Service Associate NATURE: TruPlan Financial Planners delivers customized plans to clients to help them pursue the future they picture. MRK also collaborateswith accountants and independent financial advisors across the country to share knowledge, resources, and data. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/31/2025 ADDRESS: 3020 Harbor Ln. No., Plymouth MN 55447, United States DESCRIPTION: Top five job responsibilities include:- Creating accounts- Helping in client meetings/prepwork- Answering the phone- Assisting clients with their needs- Updating account information 3) NAME OF OTHER BUSINESS: TRUPLAN FINANCIAL ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 02/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-09-12
• S65 Uniform Investment Adviser Law Examination
  2023-12-14

Designations

• Certified Financial Planner