JS
CFP
JS
CFP

Janis Sue Sleeter

31 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
302 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$346.9M

Fee Structure

Minimum Investment:$100K
Minimum Annual Fee:$800
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Location

1200 Harger Road, Ste 222, Oak Brook, IL, 60523

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Janis is the treasurer of Sleeter Farms Nebraska, Inc. and director of Sleeter Family Farm Corporation, both farming businesses, dedicating minimal time to each. Janis is also Director, Secretary, and Treasurer of Heartland Capital Resources, Inc., a business entity for tax/investment purposes, spending minimal time on administrative tasks.

Employment History
Current Registrations
Ruggaard & Associates
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
LPL Financial LLCBroker
October 2018 - December 2022 · 4 yrs 2 mos
Total Clarity Wealth Management, INC
April 2007 - December 2022 · 15 yrs 8 mos
Cetera Advisor Networks LLC
October 1998 - October 2018 · 20 yrs
Cetera Advisor Networks LLCBroker
July 1998 - October 2018 · 20 yrs 3 mos
PFS Investments INC.Broker
October 1994 - July 1998 · 3 yrs 9 mos
State Registrations2 states
ILTX
Advisor
Exams
No exam information available for this advisor.