Charlene Wehring
Charlene Wehring is a registered investment advisor at Cetera Investment Advisers LLC, based in South Milwaukee, WI, with 29 years of industry experience. Charlene 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
South Milwaukee, WI
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2010Other Business ActivitiesSells Insurance
Charlene sells medical and disability insurance, and has the ability to sell various types of annuities and variable insurance products. She also owns rental properties, is a partner in a real estate holding LLC, and is involved in tax and accounting services at Hall Wehring CPAs, taking about 10-20% of her time.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations9 states
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.