Wendi Hall
Wendi Hall is a registered investment advisor at Cetera Investment Advisers LLC, based in South Milwaukee, WI, with 21 years of industry experience. Wendi 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
1125 Milwaukee Avenue, South Milwaukee, WI, 53172
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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
Wendi is involved with several organizations, including Accounting and Financial Women's Alliance and DBHW Wealth Partners. She is also a Senior Wealth Planner at DB Wehring Wealth LLC, President of Hall Wehring CPAs, and an employee at Wehring & DB Tax and Wealth, dedicating nearly full-time hours to Hall Wehring CPAs.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations7 states
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