DM
Dillon A. Mccann
CETERA INVESTMENT ADVISERS LLC
CHAMPLIN, MN 55316
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CRD#: 7221571
DM
Professional summary
Dillon Andrew Mccann, who also goes by Dillon A Mccann, Dillon Mccann, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Champlin, Minnesota and CETERA WEALTH SERVICES, LLC located in Champlin, Minnesota.
Dillon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Dillon has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dillon A Mccann | Dillon Mccann
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.
JASICKI TAX & FINANCIAL, INC. POSITION: Tax Preparer, Wealth Management Assistant NATURE: The company, Jasicki Tax & Financial, Inc., is a tax preparation and financial management company.Services offered by the company include business and personal tax preparation, financial planning and management, estate planning, retirement planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/06/2016 ADDRESS: 11108 Zealand Ave N Ste 302, Champlin MN 55316, United States DESCRIPTION: As a tax preparer I prepare personal and business taxes. I assist with all issues regarding tax preparation and filing of tax returns. I also give tax advice and help clients with tax planning.I also process payroll for for our business clients. I set all tax payments on their behalf. I prepare quarterly tax reporting for federal and state agency's. For our business clients i prepare year end W2's, 941's, 940's, and 1099's.As a wealth management assistant I assist with client paper work, and setting appointments.
CRS (Client Relationship Summary) - RIA
Click below to view Dillon Andrew Mccann'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
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 11108 Zealand Ave N Suite #302, Champlin, MN 55316RIA
CRD#: 105644
CHAMPLIN, MN
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 11108 Zealand Ave N Suite #302, Champlin, MN 55316BD
CRD#: 13572
CHAMPLIN, MN
Past
November 20, 2023 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Champlin, MN
Past
September 18, 2023 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
CHAMPLIN, 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
Iowa(9/5/2025)
RR
Minnesota(9/5/2025)
IAR
Minnesota(9/5/2025)
RR
North Dakota(9/5/2025)
RR
South Dakota(9/5/2025)
RR
Wisconsin(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/16/2023
General Securities Representative ExaminationGeneral Industry/Product 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
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
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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Champlin, MN 55316TRUST BUT VERIFY
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