Dan Wilkens
Dan Wilkens is a registered investment advisor at Cetera Investment Advisers LLC, based in Camarillo, CA, with 37 years of industry experience. Dan 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
Firm Size
IM Fee
Assets Under Management
Location
Camarillo, CA
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dan sells fixed insurance products, including life, health, annuities, and long-term care insurance. He is also a partner in TJD Wilkens Farms, LLC, spending minimal time on farming activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Corelink Financial, INC.Broker
American General Securities IncorporatedBroker
Gna Securities, INC.Broker
State Registrations10 states
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