HW
HW
Heather Winebrenner
19 Years of Experience
Parkersburg, WV
Broker
Heather Winebrenner is a registered investment advisor at Cetera Investment Advisers LLC, based in Parkersburg, WV, with 19 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
631 Juliana St, Parkersburg, WV, 26101
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2022 - Present · 3 yrs 9 mos
Cetera Investment Services LLCBroker
May 2022 - Present · 4 yrs
Previous Registrations
United Brokerage Services, INCBroker
May 2019 - May 2022 · 3 yrs
Nationwide Securities, LLCBroker
May 2016 - August 2017 · 1 yr 3 mos
AXA Advisors, LLCBroker
November 2008 - May 2016 · 7 yrs 6 mos
Wesbanco Securities, INC.Broker
November 2006 - April 2008 · 1 yr 5 mos
Chase Investment Services CORP.Broker
June 2006 - October 2006 · 4 mos
Chase Investment Services CORP.Broker
July 2005 - November 2005 · 4 mos
Banc One Securities CorporationBroker
January 2004 - July 2005 · 1 yr 6 mos
State Registrations16 states
CAFLGAKYLAMDMIMTNCNYOHPASCTXVAWV
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.