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Teresa Wellington

21 Years of Experience
Fort Madison, IA
Broker

Teresa Wellington is a registered investment advisor at Cetera Investment Advisers LLC, based in Fort Madison, IA, with 21 years of industry experience. Teresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1035 Ave H Ste 2, Fort Madison, IA, 52627

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Teresa works as an administrative assistant to a financial advisor under the DBA Homestead Financial Services. This work takes nearly all of Teresa's time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
January 2011 - June 2021 · 10 yrs 5 mos
Voya Financial Advisors, INC.Broker
October 2009 - June 2021 · 11 yrs 8 mos
Wells Fargo Advisors, LLC
January 2008 - October 2009 · 1 yr 9 mos
Wells Fargo Advisors, LLCBroker
January 2008 - October 2009 · 1 yr 9 mos
A. G. Edwards & Sons, INC.
July 2004 - January 2008 · 3 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
April 2004 - January 2008 · 3 yrs 9 mos
State Registrations1 state
IA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.