JV
John L. Vanderburgh
CETERA INVESTMENT ADVISERS LLC
BETHANY, IL 61914
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CRD#: 2974060
JV
Professional summary
John Leonard Vanderburgh is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Bethany, Illinois.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. John has worked at 5 firms and has passed the Series 65, Series 63, 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: VANDER BURGH FINANCIAL SERVICES, LLC
INVESTMENT RELATED: YES
ADDRESS: 1686 CR 650 E, BETHANY, IL 61914
NATURE OF BUSINESS: ACCOUNTING, PAYROLL, TAX PREPARATION
START DATE: 7/2003
POSITION/TITLE/RELATIONSHIP: CPA
APX NUMBER OF HOURS PER WEEK: 30
APX NUMBER OF HOURS DURING TRADING HOURS: 30
BRIEF DESCRIPTION OF DUTIES: ACCOUNTING, PAYROLL AND TAX PREPARATION FOR INDIVIDUALS AND SMALL BUSINESSES
2) NAME OF OTHER BUSINESS: JOHN VANDER BURGH, FARM
INVESTMENT RELATED: NO
ADDRESS: 1686 CR 650 E, BETHANY, IL 61914
NATURE OF BUSINESS: AGRICULTURAL PRODUCTION - CORN, SOYBEANS, HAY, CATTLE, PIGS
START DATE: 1986
POSITION/TITLE/RELATIONSHIP: ALL LABOR AND MANAGEMENT
APX NUMBER OF HOURS PER WEEK: LESS THAN 10
APX NUMBER OF HOURS DURING TRADING HOURS: 10
BRIEF DESCRIPTION OF DUTIES: ALL LABOR AND MANAGEMENT
3) NAME OF OTHER BUSINESS: TREASURER - OKAY VALLEY CUSD #302
INVESTMENT RELATED: NO
ADDRESS: 1686 CR 650 E, BETHANY, IL 61914
NATURE OF BUSINESS: TREASURER OF LOCAL SCHOOL DISTRICT (OKAW VALLEY)
START DATE: 4/2007
POSITION/TITLE/RELATIONSHIP: TREASURER OF THE DISTRICT AND BOARD OF DIRECTORS
APX NUMBER OF HOURS PER WEEK: 2
APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL
BRIEF DESCRIPTION OF DUTIES: : TREASURER OF THE DISTRICT AND BOARD OF DIRECTORS
4) NAME OF OTHER BUSINESS: 20/20 FORENSIC ACCOUNTING
INVESTMENT RELATED: NO
ADDRESS: SAME AS REGISTERED LOCATION
NATURE OF BUSINESS: FORENSIC ACCOUNTING
START DATE: 6/2018
POSITION/TITLE/RELATIONSHIP: PRESIDENT
APX NUMBER OF HOURS PER WEEK: 10
APX NUMBER OF HOURS DURING TRADING HOURS: 10
BRIEF DESCRIPTION OF DUTIES: ALL LABOR AND MANAGEMENT
5) NAME OF OTHER BUSINESS: THE BETHANY DINER INC
INVESTMENT RELATED: NO
ADDRESS: 101 E. MAIN STREET, BETHANY IL 61914
NATURE OF BUSINESS: RESTAURANT
START DATE: 5/2019
POSITION/TITLE/RELATIONSHIP: TREASURER
APX NUMBER OF HOURS PER WEEK: 2
APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL
BRIEF DESCRIPTION OF DUTIES: I PREPARE THE PAYROLL, WRITE THE CHECKS AND COMPLETE THE BOOKKEEPING
6)NAME OF OTHER BUSINESS: LIFEWISE WEALTH ADVISORS ;
INVESTMENT RELATED: YES ;
ADDRESS:2911 CROSSING COURT SUITE 102 CHAMPAIGN IL 61822 ;
NATURE OF BUSINESS: DBA NAME FOR FINANCIAL SERVICES ;
START DATE:03/2020 ;
POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE ;
APX NUMBER OF HOURS PER WEEK: 2 ;
APX NUMBER OF HOURS DURING TRADING HOURS: 2 ;
BRIEF DESCRIPTION OF DUTIES:PROVIDE BROKERAGE SERVICES TO CLIENTS;
CRS (Client Relationship Summary) - RIA
Click below to view John Leonard Vanderburgh'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
June 20, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 59 Cardinal Drive, Bethany, IL 61914RIA
CRD#: 105644
BETHANY, IL
Past
July 20, 2021 - June 30, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
BETHANY, IL
Past
March 3, 2020 - July 20, 2021
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
BETHANY, IL
Past
July 7, 2003 - March 4, 2020
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
BETHANY, IL
Past
June 7, 1999 - February 22, 2002
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
ST. PETERSBURG, FL
Past
November 17, 1997 - June 4, 1999
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ATLANTA, GA
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.Highlighted states indicate IAR registrations
IAR
Illinois(6/20/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
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
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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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.
