WK
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Wheat Kelley
38 Years of Experience
Phenix City, AL
1 DisclosureBroker
Wheat Kelley is a registered investment advisor at Cetera Investment Advisers LLC, based in Phenix City, AL, with 38 years of industry experience. Wheat 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
3548 Highway 431 North, Phenix City, AL, 36867
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Regulatory History (1)
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Customer Dispute
November 2013Settled
Employment History
Current Registrations
Cetera Investment Services LLCBroker
September 2024 - Present · 1 yr 8 mos
Cetera Investment Advisers LLC
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
October 2021 - September 2024 · 2 yrs 11 mos
Wells Fargo Advisors
October 2021 - September 2024 · 2 yrs 11 mos
PNC Investments
August 2021 - October 2021 · 2 mos
PNC InvestmentsBroker
August 2021 - October 2021 · 2 mos
PNC Managed Account Solutions, INC.
January 2018 - August 2021 · 3 yrs 7 mos
Bbva Securities INC.Broker
January 2018 - August 2021 · 3 yrs 7 mos
Bb&t Securities, LLC
January 2018 - January 2018 · 0 mos
Bb&t Securities, LLCBroker
January 2018 - January 2018 · 0 mos
Bb&t Investment Services, INC.
October 2014 - January 2018 · 3 yrs 3 mos
Bb&t Investment Services, INC.Broker
October 2014 - January 2018 · 3 yrs 3 mos
Suntrust Investment Services, INC.
December 2009 - October 2014 · 4 yrs 10 mos
Suntrust Investment Services, INC.Broker
November 2009 - October 2014 · 4 yrs 11 mos
Edward Jones
November 2006 - November 2009 · 3 yrs
Edward JonesBroker
October 2000 - November 2009 · 9 yrs 1 mo
Wachovia Securities, INC.Broker
June 1997 - October 2000 · 3 yrs 4 mos
Pruco Securities CorporationBroker
January 1988 - June 1997 · 9 yrs 5 mos
State Registrations5 states
ALAZFLGAIL
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.