David Wentland is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Mesa, AZ, with 14 years of industry experience. David 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
Mesa, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David was a partner at Candor Wealth Advisors LLC from August 2020 to December 2023, working as a portfolio manager, financial planner, and in business development. He dedicated full-time hours to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Blueprint Financial Advisors
M. S. Howells & CO.Broker
Msh Capital Advisors LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations6 states
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