JW
Jeremy J. Willner
CWM
Paynesville, MN 56362
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CRD#: 2435220
JW
Professional summary
Jeremy Jon Willner is a registered financial advisor currently at CWM, LLC located in Paynesville, Minnesota and CETERA INVESTMENT ADVISERS LLC located in Willmar, Minnesota.
Jeremy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Jeremy has worked at 8 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP PARTNERS 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: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 01/2018 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISOR PROVIDING ADVISORY SERVICES TO ITS CLIENTS, INCLUDING DISCRETIONARY INVESTMENT MANAGEMENT AND FINANCIAL GUIDANCE. 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 01/2018 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE AND LONG TERM CARE 3. NAME OF OTHER BUSINESS: MAG INSURANCE AGENCY, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 12/2009 POSITION/TITLE/RELATIONSHIP: CEO / PRESIDENT APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: CEO / PRESIDENT 4. NAME OF OTHER BUSINESS: JEREMY & JANENE WILLNER OWNERSHIP INVESTMENT RELATED: NO ADDRESS: PAYNESVILLE, MN NATURE OF BUSINESS: PROPERTY RENTAL START DATE: 10/2014 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: LANDLORD 5. NAME OF OTHER BUSINESS: MAG TAX AND ACCOUNTING, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX AND ACCOUNTING; START DATE: 07/2023; POSITION/TITLE/RELATIONSHIP: CEO/PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: MANAGE AND OVERSEE BUSINESS AND EMPLOYEES; 6. NAME OF OTHER BUSINESS: PAYNESVILLE AREA COMMUNITY FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: PAYNESVILLE, MN 56362; NATURE OF BUSINESS: NON PROFIT; START DATE: 07/2023; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ATTEND BOARD AND COMMITTEE MEETINGS; 7. NAME OF OTHER BUSINESS: MAG HOLDING COMPANY, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: HOLDING COMPANY; START DATE: 07/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: HOLDING COMPANY FOR BUSINESSES; 8. NAME OF OTHER BUSINESS: HRX HOLDINGS, INC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: EXPENSE MANAGEMENT, START DATE: 07/2024, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: USED FOR EXPENSE PURPOSES; 7. NAME OF OTHER BUSINESS: CARSON WEALTH; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START: 10/2024, TITLE: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, DUTIES: DBA FOR FINANCIAL SERVICES & SALE & SERVICE OF FIXED INSURANCE;
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy Jon Willner's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 29, 2018 - Present
CWM, LLC
Office #1: 203 Washburne Avenue Ste 200, Paynesville, MN 56362Office #2: 56 Broadway Ave E, Little Falls, MN 56345Office #3: 1300 Godward Street Ne, Ste. 3900, Minneapolis, MN 55413RIA
CRD#: 155344
Paynesville, MN
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1604 S First St Suite 230, Willmar, MN 56201Office #2: 203 Washburne Ave Suite 100, Paynesville, MN 56362Office #3: 56 Broadway Ave East, Little Falls, MN 56345RIA
CRD#: 105644
WILLMAR, MN
Current
January 29, 2018 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 56 Broadway Ave East, Little Falls, MN 56345Office #2: 1300 Godward St. Ne Suite 3900, Minneapolis, MN 55413Office #3: 203 Washburne Ave Ste 200, Paynesville, MN 56362BD
CRD#: 13572
Little Falls, MN
Past
January 29, 2018 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
WILLMAR, MN
Past
January 30, 2014 - January 29, 2018
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
WILLMAR, MN
Past
August 3, 2005 - January 29, 2018
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
WILLMAR, MN
Past
September 25, 2003 - August 1, 2005
CROWN CAPITAL SECURITIES, L.P.
BD
CRD#: 6312
ORANGE, CA
Past
January 3, 2002 - September 25, 2003
FINTEGRA, LLC
BD
CRD#: 16741
MINNEAPOLIS, MN
Past
March 1, 2000 - December 7, 2000
PIPER SANDLER & CO.
BD
CRD#: 665
MINNEAPOLIS, MN
Past
May 9, 1996 - February 23, 2000
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
ST. CLOUD, MN
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
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.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(1/29/2018)
RR
Arizona(1/29/2018)
RR
Arkansas(11/2/2022)
RR
California(1/29/2018)
RR
Colorado(1/29/2018)
RR
Florida(1/29/2018)
RR
Georgia(1/29/2018)
RR
Illinois(1/24/2022)
RR
Indiana(1/29/2018)
RR
Iowa(1/29/2018)
RR
Kansas(1/29/2018)
RR
Minnesota(1/29/2018)
IAR
Minnesota(1/29/2018)
RR
Mississippi(7/15/2019)
RR
Missouri(1/29/2018)
RR
New York(1/24/2022)
RR
North Dakota(1/29/2018)
RR
Oklahoma(8/2/2021)
RR
Oregon(1/29/2018)
RR
Pennsylvania(1/29/2018)
RR
South Dakota(1/29/2018)
RR
Texas(1/29/2018)
IAR
Texas(1/29/2018)
RR
Virginia(2/8/2018)
RR
Washington(2/8/2024)
RR
Wisconsin(1/29/2018)
RR
Wyoming(1/29/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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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)
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 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Paynesville, MN 56362TRUST BUT VERIFY
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