Angie Wohlhaefer
Angie Wohlhaefer is a registered investment advisor at Cetera Investment Advisers LLC, based in Fort Worth, TX, with 4 years of industry experience. Angie 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
101 Summit Ave., Suite 410, Fort Worth, TX, 76102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Angie works for Wilshire Consultants, Inc. providing accounting services, tax preparation, and assisting financial professionals, taking nearly full-time hours. She also works as an Associate Financial Advisor for Wilshire Consultants, Inc. engaging in financial investment activities, also taking nearly full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Financial Specialists LLC
Cetera Wealth Services, LLC
Cetera Investment Services LLC
Cetera Advisors LLCBroker
Cetera Financial Specialists LLCBroker
Cetera Wealth Services, LLCBroker
Cetera Investment Services LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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