Gerald F. Januschka

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CRD#: 1362205

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gerald Francis Januschka, who also goes by Jerry Januschka, was a registered financial professional .

Gerald is a previously registered financial professional and started their career in finance in 1985. Gerald had worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jerry Januschka

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, FIXED INSURANCE, START 1992, 2HRS/WK (TRADING HOURS), INSURANCE AGENT - SELLS LIFE, HEALTH, AND ANNUITIES, 2. BCBS, HEALTH INSURANCE, AGENT/AGENCY MANAGER - SELLS HEALTH INSURANCE; 3. JERRY AND JACKIE JANUSCHKA, LLC - DBA JANUSCHKA FAMILY FARM, NOT INVESTMENT RELATED, SAME AS RESIDENTIAL ADDRESS, FAMILY FARM - WWW.JANUSCHKAFARM.COM, START N/A, 25HRS/WK (NON-TRADING HOURS), FARMER; 4. CHOICE FINANCIAL GROUP, INVESTMENT RELATED, 645 HILL AVENUE, GRAFTON, ND 58237, ADVISORNET FINANCIAL - CHOICE BANK REFERRAL PROGRAM, START 02/03/2010, 1-2 HRS/WK (TRADING HOURS), REFER PERSONS & ENTITIES FOR ONLINE BANKING DEPOSIT ACCOUNTS; 5. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP PARTNERS - CRD # 155344 INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING AND ADDITIONAL ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: CONSULTANT; START DATE: 3/2023 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDING CONSULTING SERVICES ON A NEEDED BASIS FOR MAG WEALTH MANAGEMENT WHO DOES BUSINESS THROUGH CWM, LLC; 6. NAME OF OTHER BUSINESS: MAG WEALTH MANAGEMENT LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 1/2022, POSITION/TITLE/RELATIONSHIP: CONSULTANT, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: PROVIDING CONSULTING SERVICES ON A NEEDED BASIS FOR MAG WEALTH MANAGEMENT WHO DOES BUSINESS THROUGH CWM, LLC;

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

June 29, 2023 - August 1, 2023

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

LITTLE FALLS, MN

Past

January 3, 2022 - August 9, 2023

CWM, LLC

RIA

CRD#: 155344

Paynesville, MN

Past

January 8, 2014 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

LITTLE FALLS, MN

Past

March 9, 1993 - August 1, 2023

CETERA WEALTH SERVICES, LLC

CRD#: 13572

LITTLE FALLS, MN

Past

January 3, 1992 - February 24, 1993

TITAN/VALUE EQUITIES GROUP, INC.

CRD#: 6359

IRVINE, CA

Past

March 23, 1990 - December 31, 1991

OPPENHEIMER & CO. INC.

CRD#: 249

NEW YORK, NY

Past

December 23, 1988 - March 23, 1990

B.C. CHRISTOPHER SECURITIES CO.

CRD#: 60

KANSAS CITY, MO

Past

March 26, 1987 - December 23, 1988

MORISON SECURITIES, INC.

CRD#: 8097

Past

April 24, 1985 - February 28, 1986

MORISON SECURITIES, INC.

CRD#: 8097

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/24/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/20/1985

General Securities Representative Examination

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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Contact information

Main Address

1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096

Mailing Address

Phone number

(310) 257-7880

Established

Firm type

Fiscal year end

# of Employees

7,705

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	584,487
AUM (Assets Under Management)	$ 163,792,814,520

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Gerald F. Januschka

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CWM, LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

TITAN/VALUE EQUITIES GROUP, INC.

OPPENHEIMER & CO. INC.

B.C. CHRISTOPHER SECURITIES CO.

MORISON SECURITIES, INC.

MORISON SECURITIES, INC.

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/24/1985

SIE

Date: 10/1/2018

Series 7

Date: 4/20/1985

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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