AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
PT

Perry Marvin Truscon

CETERA INVESTMENT ADVISERS
ISHPEMING, MI
·CRD# 7502432·4 years experience

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.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Dallas, TX · CRD#
View profile
TD
Troy Maynard Davis

DAVIS CAPITAL MANAGEMENT

JACKSONVILLE, FL · CRD#
Steven Allen Barnes
Steven Allen Barnes

BARNES WEALTH MANAGEMENT GROUP

BAKERSFIELD, CA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

JM
Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#
TD
Troy Maynard Davis

DAVIS CAPITAL MANAGEMENT

JACKSONVILLE, FL · CRD#
Blake Feldmann
Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

Naples, FL · CRD#
Steven Allen Barnes
Steven Allen Barnes

BARNES WEALTH MANAGEMENT GROUP

BAKERSFIELD, CA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

JM
Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#
TD
Troy Maynard Davis

DAVIS CAPITAL MANAGEMENT

JACKSONVILLE, FL · CRD#
Blake Feldmann
Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

Naples, FL · CRD#
Steven Allen Barnes
Steven Allen Barnes

BARNES WEALTH MANAGEMENT GROUP

BAKERSFIELD, CA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

JM
Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#
TD
Troy Maynard Davis

DAVIS CAPITAL MANAGEMENT

JACKSONVILLE, FL · CRD#
Blake Feldmann
Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

Naples, FL · CRD#
Steven Allen Barnes
Steven Allen Barnes

BARNES WEALTH MANAGEMENT GROUP

BAKERSFIELD, CA · CRD#

Years of Experience

4 years in the financial services industry

Current & Past Employments

CETERA INVESTMENT ADVISERS LLC·CRD# 105644
RIA
743 Palms Avenue, Ishpeming, MI 49849
February 9, 2024 - Present
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
1921 3rd Ave N, Escanaba, MI 49829
February 13, 2024 - Present
HANTZ FINANCIAL SERVICES, INC.·CRD# 46047
RIA
Marquette, MI
November 10, 2022 - June 1, 2023
HANTZ FINANCIAL SERVICES, INC.·CRD# 46047
BD
Marquette, MI
September 7, 2022 - June 1, 2023

Similar Advisors

JM
Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#
TD
Troy Maynard Davis

DAVIS CAPITAL MANAGEMENT

JACKSONVILLE, FL · CRD#
Blake Feldmann
Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

Naples, FL · CRD#
Steven Allen Barnes
Steven Allen Barnes

BARNES WEALTH MANAGEMENT GROUP

BAKERSFIELD, CA · CRD#

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 - SEC (1/13/1984 Approved)

Contact Information

Main Address

1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096

Phone Number

(310) 257-7880

# of Employees

10,251

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

813,961

AUM (Assets Under Management)

$256,813,748,739

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/25/2026Cover PageReport
10/27/2025Cover PageReport
12/13/2024Cover PageReport
09/26/2023Cover PageReport

Similar Advisors

JM
Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#
TD
Troy Maynard Davis

DAVIS CAPITAL MANAGEMENT

JACKSONVILLE, FL · CRD#
Blake Feldmann
Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

Naples, FL · CRD#
Steven Allen Barnes
Steven Allen Barnes

BARNES WEALTH MANAGEMENT GROUP

BAKERSFIELD, CA · CRD#

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: 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; 4. 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;

Similar Advisors

JM
Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#
TD
Troy Maynard Davis

DAVIS CAPITAL MANAGEMENT

JACKSONVILLE, FL · CRD#
Blake Feldmann
Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

Naples, FL · CRD#
Steven Allen Barnes
Steven Allen Barnes

BARNES WEALTH MANAGEMENT GROUP

BAKERSFIELD, CA · CRD#

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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(2/6/2026)
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)
RR
Indiana
(7/2/2026)
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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Nov 2022About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Sep 2022About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Jul 2022About the SIE exam
FINRA
SRO Registrations

Similar Advisors

JM
Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#
TD
Troy Maynard Davis

DAVIS CAPITAL MANAGEMENT

JACKSONVILLE, FL · CRD#
Blake Feldmann
Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

Naples, FL · CRD#
Steven Allen Barnes
Steven Allen Barnes

BARNES WEALTH MANAGEMENT GROUP

BAKERSFIELD, CA · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Perry Marvin Truscon's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

JM
Jonathan Richard Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dallas, TX · CRD#
TD
Troy Maynard Davis

DAVIS CAPITAL MANAGEMENT

JACKSONVILLE, FL · CRD#
Blake Feldmann
Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

Naples, FL · CRD#
Steven Allen Barnes
Steven Allen Barnes

BARNES WEALTH MANAGEMENT GROUP

BAKERSFIELD, CA · CRD#
PT
Follow Perry
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required