PT
Perry M. Truscon
CETERA INVESTMENT ADVISERS LLC
ISHPEMING, MI 49849
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CRD#: 7502432
PT
Professional summary
Perry Marvin Truscon is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Ishpeming, Michigan and CETERA WEALTH SERVICES, LLC located in Escanaba, Michigan.
Perry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Perry has worked at 3 firms and has passed the Series 66, Series 7TO and SIE 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: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 01/2023 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: FIRST BANK DBA FIRST INVESTMENT SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BANKING START DATE: 11/2023 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES ON BANK PREMISES; 3. NAME OF OTHER BUSINESS: GROW UP NORTH, INVESTMENT RELATED: NO, ADDRESS: 154 EVERGREEN ST., REPUBLIC, MI 49879, NATURE OF BUSINESS: AGRICULTURE, START DATE: 03/2024, POSITION/TITLE/RELATIONSHIP: CO-OWNER, APX NUMBER OF HOURS PER WEEK: 12, NOT DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: ASSIST IN ENSURING VEGETABLE HEALTH, CONFIRMING DELIVERIES OF EQUIPMENT, AND PROVIDING DELIVERIES OF VEGETABLES AND PRODUCE TO CUSTOMERS OF THE COMPANY; 4. NAME OF OTHER BUSINESS: MARQUETTE REGIONAL HISTORY CENTER; INVESTMENT RELATED: NO; ADDRESS: 145 W SPRING ST MARQUETTE, MI 49855; NATURE OF BUSINESS: NON PROFIT; START DATE: 01/2025; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: MONITOR BANK BALANCE AND REPORT AT EXECUTIVE MEETINGS, ATTEND MONTHLY BOARD MEETINGS; 5. NAME OF OTHER BUSINESS: POGONA AGENCY, LLC; INVESTMENT RELATED: NO; ADDRESS: 743 PALMS AVE, ISHPEMING, MI 49849; NATURE OF BUSINESS: INS DBA; START DATE: 2/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: EXPLAIN, DISCUSS, AND SELL PROPERTY, CASUALTY, OR COMMERCIAL INSURANCE;
CRS (Client Relationship Summary) - RIA
Click below to view Perry Marvin Truscon'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
February 9, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 743 Palms Avenue, Ishpeming, MI 49849RIA
CRD#: 105644
ISHPEMING, MI
Current
February 13, 2024 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1921 3rd Ave N, Escanaba, MI 49829BD
CRD#: 13572
Escanaba, MI
Past
November 10, 2022 - June 1, 2023
HANTZ FINANCIAL SERVICES, INC.
RIA
CRD#: 46047
MARQUETTE, MI
Past
September 7, 2022 - June 1, 2023
HANTZ FINANCIAL SERVICES, INC.
BD
CRD#: 46047
MARQUETTE, MI
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(2/13/2024)
RR
Arizona(7/24/2024)
RR
California(2/13/2024)
RR
Colorado(2/13/2024)
RR
District of Columbia(4/5/2024)
RR
Florida(2/13/2024)
RR
Idaho(7/24/2024)
RR
Illinois(2/13/2024)
IAR
Michigan(2/9/2024)
RR
Michigan(2/13/2024)
RR
Minnesota(2/13/2024)
RR
Montana(2/13/2024)
RR
New York(2/13/2024)
RR
North Carolina(1/2/2025)
RR
Ohio(10/24/2025)
RR
South Carolina(2/13/2024)
RR
Virginia(2/13/2024)
RR
Wisconsin(2/13/2024)
RR
Wyoming(1/2/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/7/2022
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
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.
