Richard Wonka is a registered investment advisor at Cetera Investment Advisers LLC, based in Buffalo, WY, with 31 years of industry experience. Richard 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
112 W Angus St, Buffalo, WY, 82834
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard operates under the DBA name Wealth Management Group for his securities business, dedicating nearly full-time hours to it. He also serves as a trustee for his cousin's trust and is the board president of the Buffalo Swim Club, dedicating minimal time to the latter.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Financial Network Investment Corporation
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Edward D. Jones & CO., L.P.Broker
State Registrations25 states
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