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Todd Oberle
24 Years of Experience
Dallas, TX
1 DisclosureBroker
Todd Oberle is a registered investment advisor at Cetera Investment Advisers LLC, based in Dallas, TX, with 24 years of industry experience. Todd 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
3200 Olympus Blvd, Suite 100, Dallas, TX, 75019
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
January 2018Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Advisors LLC
April 2025 - Present · 1 yr 1 mo
Cetera Financial Specialists LLC
April 2025 - Present · 1 yr 1 mo
Cetera Wealth Services, LLC
April 2025 - Present · 1 yr 1 mo
Cetera Investment Services LLC
April 2025 - Present · 1 yr 1 mo
Cetera Advisors LLCBroker
April 2025 - Present · 1 yr 1 mo
Cetera Financial Specialists LLCBroker
April 2025 - Present · 1 yr 1 mo
Cetera Investment Services LLCBroker
April 2025 - Present · 1 yr 1 mo
Cetera Wealth Services, LLCBroker
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Avantax Advisory Services
May 2020 - September 2025 · 5 yrs 4 mos
Avantax Investment Services, INC.Broker
May 2020 - September 2025 · 5 yrs 4 mos
Fidelity Personal Trust Company, Fsb
July 2006 - March 2007 · 8 mos
Strategic Advisers, INC.
August 2001 - February 2018 · 16 yrs 6 mos
Fidelity Brokerage Services LLCBroker
November 1999 - February 2018 · 18 yrs 3 mos
State Registrations1 state
TX
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.