Willard Wellings
Willard Wellings is a registered investment advisor at Cetera Investment Advisers LLC, based in Menlo Park, CA, with 24 years of industry experience. Willard 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
695 Oak Grove Avenue, Suite 100, Menlo Park, CA, 94025
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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
Willard owns rental property and receives rent from his CPA practice. He also sells equity indexed annuities and dedicates about a quarter of his time to providing financial services to clients through Wellings Wealth Care, as well as being a partner at Wellings & Co.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations10 states
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