WB
WB
Weston Blosser
26 Years of Experience
Fort Wayne, IN
Broker
Weston Blosser is a registered investment advisor at Cetera Investment Advisers LLC, based in Fort Wayne, IN, with 26 years of industry experience. Weston 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
1033 Brittany Place, Fort Wayne, IN, 46825
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLC
November 2017 - Present · 8 yrs 6 mos
Cetera Advisors LLCBroker
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
Summit Brokerage Services, INC.Broker
June 2018 - December 2019 · 1 yr 6 mos
Cetera Advisors LLC
November 2017 - March 2024 · 6 yrs 4 mos
Charles Schwab & CO., INC.
October 2014 - September 2017 · 2 yrs 11 mos
Charles Schwab & CO., INC.Broker
June 2014 - September 2017 · 3 yrs 3 mos
Ameriprise Financial Services, INC.Broker
January 2010 - June 2014 · 4 yrs 5 mos
Northwestern Mutual Investment Services, LLCBroker
January 2009 - August 2009 · 7 mos
Quasar Distributors, LLCBroker
March 2006 - February 2008 · 1 yr 11 mos
Quasar Distributors, LLCBroker
November 2004 - December 2004 · 1 mo
Icon Distributors, INC.Broker
April 2002 - September 2004 · 2 yrs 5 mos
Founders Asset Management LLCBroker
November 2000 - November 2001 · 1 yr
Janus Distributors, INC.Broker
September 1996 - November 2000 · 4 yrs 2 mos
Mony Securities CORP.Broker
November 1995 - December 1995 · 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.