Dana Weddle
Dana Weddle is a registered investment advisor at Cetera Investment Advisers LLC, based in Aurora, CO, with 27 years of industry experience. Dana 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
Aurora, CO
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2011Other Business ActivitiesSells Insurance
Dana has an operational and marketing name for Avantax and owns Dankat, LLC, a bakery specializing in bundt cakes, taking nearly full-time hours. Dana is also an insurance agent for Avantax Insurance Agency and/or Avantax Insurance Services, dedicating about 10-20% of their time to this role.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Bok Financial Advisors
Bosc, INC.Broker
Compass Brokerage, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
Invest Financial Corporation
Invest Financial CorporationBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Edward JonesBroker
Ba Investment Services, INC.Broker
State Registrations2 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.