LW
CFP
LW
CFP

Landon Wiese

18 Years of Experience
Menasha, WI
Broker

Landon Wiese is a CFP-designated registered investment advisor, based in Menasha, WI, with 18 years of industry experience.

Location

617 Appleton Rd, Menasha, WI, 54952

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History

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.

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Other Business Activities

Landon works as a Wealth Advisor and Registered Investment Advisor at Kadletz Wealth Management, dedicating full-time hours to this role. He also operates Kadletz Wealth Management as a DBA for financial services, spending about a quarter of his time on this activity.

Employment History
Current Registrations
Cetera Advisors LLC
September 2022 - Present · 3 yrs 8 mos
Cetera Advisors LLCBroker
September 2022 - Present · 3 yrs 8 mos
Cetera Investment Advisers LLC
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
First Allied Securities, INC.Broker
November 2018 - September 2022 · 3 yrs 10 mos
First Allied Advisory Services, INC.
November 2018 - November 2020 · 2 yrs
Thrivent Investment Management INC.
March 2012 - November 2018 · 6 yrs 8 mos
Thrivent Investment Management INC.Broker
December 2007 - November 2018 · 10 yrs 11 mos
State Registrations10 states
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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.
Landon Wiese - Financial Advisor | TrueAdvisor