Emily Windolph
Emily Windolph is a registered investment advisor at Cetera Investment Advisers LLC, based in Norman, OK, with 25 years of industry experience. Emily 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
Norman, OK
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Emily sells fixed insurance products, including life insurance and annuities, taking about a quarter of her time. She also owns Absolute Wealth Management LLC, where she works as a financial advisor, dedicating nearly full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Arvest Asset Management
Arvest Asset ManagementBroker
State Registrations7 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.