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Edmond Vaklyes

19 Years of Experience
Waukesha, WI
BrokerSells Insurance

Edmond Vaklyes is a registered investment advisor at Cetera Investment Advisers LLC, based in Waukesha, WI, with 19 years of industry experience. Edmond 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

1640 E Main Street, Waukesha, WI, 53186

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Edmond sells fixed insurance through Waukesha State Bank's insurance agency and provides referrals to Prairie Trust/Waukesha State Bank Wealth Management. He spends minimal time on these activities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2014 - Present · 12 yrs 6 mos
Cetera Investment Services LLCBroker
November 2009 - Present · 16 yrs 8 mos
Previous Registrations
Cetera Investment Services LLC
August 2011 - January 2014 · 2 yrs 5 mos
Signator Investors, INC.Broker
August 2006 - December 2009 · 3 yrs 4 mos
State Registrations15 states
AZCACOFLIAILINKYNCNVNYORTNVAWI
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.