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Jarod Bearinger

Advisor at Cetera

Updated today

Location

Clearwater, NE 68726

Credentials

Series 66

Industry experience

12 years

About

Jarod Bearinger is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has been with Cetera Financial Specialists LLC and Cetera Investment Advisors LLC since 2013. Outside of advising, Bearinger owns Bearinger Tax & Accounting, LLC, where he provides tax preparation and planning services as a CPA, and also operates a grain farming and cow/calf pair business. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing advisor-managed accounts, model portfolios, and third-party solutions, with notable retirement and fiduciary capabilities integrated into its institutional structure.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

403 Hwy 275, Po Box 148

Clearwater, NE 68726

Most active in

Nebraska

Work history

Cetera financial specialists LLC

2013 - Present (13 years)

Cetera Investment Advisors LLC

2013 - Present (13 years)

Bearinger Tax & Accounting, LLC

2005 - Present (21 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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