Adelae Winters
Adelae Winters is a registered investment advisor at Cetera Investment Advisers LLC, based in Wenatchee, WA, with 9 years of industry experience. Adelae 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
175 E. Penny Road, Suite 1, Wenatchee, WA, 98801
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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
Adelae is involved in several business activities, including graphic design services through Pixel to Press, LLC, working as a financial advisor for CNC Financial Group, LLC (about half their time), Cordell, Neher & Company, PLLC (full-time), and writing fixed and life insurance business through Avantax Insurance Agency and/or Avantax Insurance Services (a few hours per week). Adelae also writes indexed annuity business.
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 Registrations23 states
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