Heidi Wohlleb
Heidi Wohlleb is a registered investment advisor at Cetera Investment Advisers LLC, based in Mount Arlington, NJ, with 18 years of industry experience. Heidi 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
200 Valley Road, Suite 300, Mount Arlington, NJ, 07856
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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
Heidi provides financial services to clients through Nisivoccia & Company, LLC and is a referring partner for Nisivoccia Wealth Advisors, LLC. She also maintains her New Jersey Life and Health Insurance licenses through Avantax Insurance Agency, dedicating a few hours per week as a referring agent.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations3 states
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