JL
Janenne M. Lackey
CETERA INVESTMENT ADVISERS LLC
Payson, AZ 85541
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CRD#: 4142760
JL
Professional summary
Janenne Marie Lackey, CFP®, who also goes by Janenne Marie Staley, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Payson, Arizona and CETERA ADVISORS LLC located in Glendale, Arizona.
Janenne is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Janenne has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Janenne Marie Staley
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) DBA: WILDE WEALTH MANAGEMENT, INVESTMENT RELATED, ADDRESS IS THE REGISTERED LOCATION, SECURITIES/FINANCIAL SERVICES, START 2008, 40 HOURS PER WEEK - DURING TRADING HOURS, CFP - FINANCIAL ADVISOR. 2) FIXED INSURANCE AGENT, 10% OF OVERALL BUSINESS. 3) TABLE TOP COFFEES, 3037 NORTHRIDGE, MESA, AZ, 85213, START 02/09/2011, ONLINE COFFEE SALES, 50% OWNER. 4) IN A RUT OFF ROAD, 3037 E NORTHRIDGE, MESA, AZ, 85213, START 08/01/2012, SELLING AUTOMOTIVE PARTS, 50% OWNER. 5) REFERRALS TO PROPERTY AND CASUALTY INSURANCE AGENTS, INVESTMENT RELATED, ADDRESS IS THE REGISTERED LOCATION, REFERRALS, START APRIL 2014, 1-2 HOURS PER WEEK - VARIES DURING TRADING HOURS. 6) PINNACLE ADVISORS, LLC - DBA FOR OSJ COMPANY, INVESTMENT RELATED, ADDRESS IS THE REGISTERED LOCATION, FINANCIAL SERVICES, START MAY 2014, CO-OWNER. APX 5 HOURS PER WEEK, SOME DURING TRADING HOURS, DUTIES INCLUDE REVIEW OF REPS ACTIVITIES VIA OSJ 7) NAME OF OTHER BUSINESS: STALEY LACKEY ENTERPRISES LLC; INVESTMENT RELATED: NO ; ADDRESS: SAME AS RESIDENTIAL LOCATION ; NATURE OF BUSINESS: RENTAL PROPERTY ; START: 07/2021 ; TITLE: OWNER / LANDLORD ; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0 ; DUTIES: RENTAL HOUSES; 8) N/A, NOT INVESTMENT RELATED, SAME AS REGISTERED LOCATION, ESTATE, NAMED 10/2015, EXECUTOR AND POA, LESS THAN 1 HOUR PER WEEK, NOT DURING TRADING HOURS, EXECUTOR AND POA FOR PARENTS. 9) NAME OF OTHER BUSINESS: WILDE WEALTH MANAGEMENT GROUP - SEMINARS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED; NATURE OF BUSINESS: SEMINARS; START: 07/26/2016; TITLE: SEMINAR PRESENTER; APX NUMBER OF HOURS PER WEEK: 2 HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; DUTIES: SEMINARS TO EDUCATE CLIENTS AND THE PUBLIC. 10) NAME OF OTHER BUSINESS: NONE / FARM GROUND; INVESTMENT RELATED: NO; ADDRESS: 21599 E 100TH ROAD, PARIS, IL 61944; NATURE OF BUSINESS: FARM GROUND RENTAL; START: 10/2017; TITLE: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; DUTIES: CASH RENT OF FARM GROUND; 11) NAME OF OTHER BUSINESS: PINNACLE WEALTH ADVISORS, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: HOLDING LLC; START: 5/2023; TITLE: PART OWNER/PARTNER; APX # OF HRS/WK: 0; APX # OF HRS DURING TRADING HRS: 0; DUTIES: HOLDING COMPANY/NONE; 12) NAME OF OTHER BUSINESS: BIN MADE WOODWORKS LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: WOODWORKING; START: 5/2023; TITLE: CO-OWNER; APX # OF HRS/WK: 0; APX # OF HRS DURING TRADING HRS: 0; DUTIES: CO-OWNER OF HUSBAND'S WOODWORKING BUSINESS - NO OTHER DUTIES; 13) NAME OF OTHER BUSINESS: STALEY LACKEY PLANNING LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: HOLDING COMPANY; START: 5/2023; TITLE: CO-OWNER; APX # OF HRS/WK: 0; APX # OF HRS DUR TRD HRS: 0; DUTIES: HOLDING COMPANY FOR SHARES OF PINNACLE WEALTH ADVISORS LLC; 14) NAME OF OTHER BUSINESS: IN A RUT PROPERTIES LLC; INVESTMENT RELATED: NO; ADDRESS: 21599 E 100TH RD PARIS, IL 61944; NATURE OF BUSINESS: RENTAL PROPERTY; START: 01/2024; TITLE: LANDLORD; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; DUTIES: RENTAL HOUSE; 15) NAME OF OTHER BUSINESS: W FAMILY OFFICES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START: 09/2024; TITLE: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; DUTIES: DBA FOR FINANCIAL SERIVCES; 16 NAME OF OTHER BUSINESS: FOUNDRY FAMILY OFFICE; INV RLTD SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START: 7/2025, TITLE: FINANCIAL PROFESSIONAL, APX # OF HRS/WK: 40, APX # OF HRS DUR TRD HRS: 32.5, DUTIES: DBA FOR FINANCIAL SERVICES;
CRS (Client Relationship Summary) - RIA
Click below to view Janenne Marie Lackey'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®
CFP®
Start date: 2008
Experience
Current
March 21, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 405 S Beeline Highway Suite E, Payson, AZ 85541Office #2: 7025 N Scottsdale Rd Ste 115 And 110, Scottsdale, AZ 85253Office #3: 19420 N 59th Ave Bldg C Ste 261, Glendale, AZ 85308Office #4: 118 N 3rd St, Terre Haute, IN 47807Office #5: 1610 E River Rd #116, Tucson, AZ 85718Office #6: 950 W Elliot Rd, Suite 126, Tempe, AZ 85284RIA
CRD#: 105644
Payson, AZ
Current
January 2, 2008 - Present
CETERA ADVISORS LLC
Office #1: 19420 N 59th Ave Bldg C Ste 261, Glendale, AZ 85308Office #2: 3200 W Ray Road Suite 101, Chandler, AZ 85226Office #3: 7025 N Scottsdale Rd Ste 115 & 110, Scottsdale, AZ 85253Office #4: 405 S Beeline Highway Suite E, Payson, AZ 85541Office #5: 118 N 3rd St, Terre Haute, IN 47807Office #6: 1610 E River Rd #116, Tucson, AZ 85718BD
CRD#: 10299
Glendale, AZ
Past
April 14, 2008 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
MESA, AZ
Past
November 9, 2001 - January 3, 2008
FFEC WEALTH PARTNERS LLC
BD
CRD#: 16507
SCOTTSDALE, AZ
Past
April 24, 2001 - November 9, 2001
WESTAMERICA INVESTMENT GROUP
BD
CRD#: 6626
SCOTTSDALE, AZ
Past
May 25, 2000 - April 18, 2001
MERIT CAPITAL ASSOCIATES, INC.
BD
CRD#: 30576
WESTPORT, CT
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
Alabama(1/11/2016)
RR
Alaska(12/10/2018)
RR
Arizona(1/2/2008)
IAR
Arizona(3/21/2024)
RR
Arkansas(5/22/2014)
RR
California(1/2/2008)
RR
Colorado(10/5/2010)
RR
Connecticut(7/27/2010)
RR
Delaware(1/12/2016)
RR
District of Columbia(8/6/2019)
RR
Florida(5/19/2008)
RR
Georgia(1/9/2008)
RR
Hawaii(5/22/2014)
RR
Idaho(7/27/2010)
RR
Illinois(1/2/2008)
IAR
Illinois(10/2/2024)
RR
Indiana(9/14/2009)
IAR
Indiana(3/21/2024)
RR
Iowa(5/22/2014)
RR
Kansas(5/22/2014)
RR
Louisiana(1/5/2021)
RR
Maine(12/21/2015)
RR
Maryland(1/16/2015)
RR
Massachusetts(5/22/2014)
RR
Michigan(11/18/2011)
RR
Minnesota(5/22/2014)
RR
Mississippi(3/6/2020)
RR
Missouri(5/15/2015)
RR
Montana(7/27/2010)
RR
Nebraska(6/26/2015)
RR
Nevada(1/2/2008)
RR
New Hampshire(5/22/2014)
RR
New Jersey(3/20/2013)
RR
New Mexico(1/2/2008)
RR
New York(10/5/2010)
RR
North Carolina(1/5/2011)
RR
North Dakota(6/11/2015)
RR
Ohio(5/23/2014)
RR
Oklahoma(1/2/2019)
RR
Oregon(5/22/2014)
RR
Pennsylvania(1/2/2008)
RR
South Carolina(6/11/2015)
RR
South Dakota(6/30/2015)
RR
Tennessee(5/22/2014)
RR
Texas(7/27/2010)
IAR
Texas(3/21/2024)
RR
Utah(10/5/2010)
RR
Vermont(10/15/2024)
RR
Virgin Islands(11/16/2016)
RR
Virginia(1/7/2008)
RR
Washington(7/27/2010)
RR
Wisconsin(7/27/2010)
RR
Wyoming(1/5/2016)
Exams
State Security Law Exam
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.
