Paul Wickert
Paul Wickert is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Milwaukee, WI, with 32 years of industry experience. Paul 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
6320 West Forest Home, Milwaukee, WI, 53220
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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
Paul sells equity indexed annuities through Avantax Insurance Agency and/or Avantax Insurance Services, dedicating minimal time to this activity. He is also a partner in Root Creek Investments of Greenfield LLC, where he collects rents and makes mortgage payments, also dedicating minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations2 states
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