LPL Financial
40yrs
Top advisor by experience in Caledonia
3yrs
Patsy Jud
Financial advisor at Cetera Investment Advisers
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office7115 Kalamazoo Ave SE Suite B, Caledonia, MI 49316
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- 2024 – nowCetera Investment Advisers LLCCurrent firm
Questions to ask Patsy
Tailored to Patsy’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patsy
How do I contact Patsy?
Call Cetera Investment Advisers at 310-257-7880 and ask for Patsy Jud. Patsy works from the Caledonia, MI office.
How long has Patsy been a financial advisor?
Patsy has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Patsy hold?
Series 66. Tap any license on this page to see what it allows.
Is Patsy a fiduciary?
Patsy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patsy paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patsy for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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