Colleen Wallace
Colleen Wallace is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Eugene, OR, with 11 years of industry experience. Colleen 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
Eugene, OR
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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
Colleen sells equity indexed annuities through Avantax Insurance Agency Inc, dedicating a few hours per week. She also owns CorLux Financial, providing tax, financial planning, investment, and insurance services, which takes nearly full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations20 states
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