John Vanderburgh
Advisor at Cetera
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Cetera
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Bethany, IL 61914
Credentials
Series 63, Series 65
Industry experience
27 years
John Vanderburgh is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has worked at Cetera and its affiliated networks since 2020 and has a background that includes owning and managing accounting, payroll, and tax preparation services through Vanderburgh Financial Services, LLC. Outside of finance, Vanderburgh serves as treasurer for the Okaw Valley CUSD #302 school district and is involved in agricultural production on his family farm, as well as managing a local restaurant, The Bethany Diner Inc. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a mix of advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions.
Based on Cetera
Based on Cetera
Flat fees for financial planning and consulting negotiated with client
$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)
Hourly consulting and financial planning rates negotiated with client
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
59 Cardinal Drive
Bethany, IL 61914
Illinois
Cetera
2023 - Present (3 years)
Cetera Advisor Networks
2021 - Present (5 years)
Cetera Advisor Networks
2020 - 2021 (1 year)
The Bethany Diner Inc
2019 - Present (7 years)
20/20 Forensic Accounting Inc
2018 - Present (8 years)
Second Chance Lifestyles, LLC
2018 - 2018 (1 year)
Okaw Valley CUSD #302
2007 - Present (19 years)
Avantax Investment Services, Inc
2006 - 2020 (14 years)
Vanderburgh Financial Services, LLC
2003 - Present (23 years)
H D Vest Investment Securities
2003 - Present (23 years)
John Vanderburgh-Farm
1985 - Present (41 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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