William Ogdahl
William Ogdahl is a registered investment advisor at Cetera Investment Advisers LLC, based in Glenwood, MN, with 26 years of industry experience. William 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
16 1st Ave Se, Glenwood, MN, 56334
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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
William owns and operates a cattle raising business, is treasurer for the Glenwood Waterama Festival, attends meetings for Glenwood Lutheran Church, provides tax and accounting services, and is involved with the Glenwood MOCA Organization. He is also an agent for Avantax Insurance Agency, LLC and may sell various types of annuities and variable insurance products, dedicating minimal time to this.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Dougherty & Company LLC
Dougherty & Company LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations10 states
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