Heather Wilson
Heather Wilson is a registered investment advisor at Cetera Investment Advisers LLC, based in Cleveland, OH, with 21 years of industry experience. Heather 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
6200 Rockside Rd, Cleveland, OH, 44131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Heather is an advisory supervisor and designated principal at Vantage Financial Group, dedicating nearly full-time hours to these roles. She also works as an advisory representative for FM Strategies, reviewing accounts.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Cetera Advisor Networks LLC
CBIZ Financial Solutions, INC.Broker
Investment Network, INC.Broker
Walnut Street Securities, INC.Broker
Investment Network, INC.Broker
State Registrations2 states
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