Janet Beal, financial advisor Cedar Rapids IA

Janet Beal

CRD Number: 1314647
Current Firm: Cetera Investment Advisers LLC

Janet Beal (CRD# 1314647) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cedar Rapids, IA and has over 25 years of experience in the finance industry. Janet Beal has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cetera Advisor Networks LLC Cedar Rapids, IA Aug 2023 - Current < 1
Cetera Investment Advisers LLC Schaumburg, IL Aug 2023 - Current < 1
Winnerlynk Advisory Cedar Rapids, IA Jun 2020 - Current 3
Securian Financial Services St. Paul, MN Apr 2000 - Aug 2023 23
Minnesota Life St. Paul, MN Mar 2000 - Aug 2023 23
Securian Advisors Of Iowa Inc. Hiawatha, IA Mar 2000 - Aug 2023 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
Contact Info for Janet R. Beal
Phone Number: 888-528-2987
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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