Tray Wiltse
Tray Wiltse is a registered investment advisor at Cetera Investment Advisers LLC, based in Overland Park, KS, with 26 years of industry experience. Tray 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
4400 W 109th St Ste 250, Overland Park, KS, 66211
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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
Tray is an independent representative with various insurance carriers, focusing on fixed products. He is also a co-owner of IWAS Holdings, Inc., a DBA for expense management, dedicating minimal time to overseeing accounting for business expenses.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cwm, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Integrated Wealth Advisory Services, INC.
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations30 states
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