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Aleatha Wilson

7 Years of Experience
Orland Park, IL
BrokerSells Insurance

Aleatha Wilson is a registered investment advisor at Cetera Investment Advisers LLC, based in Orland Park, IL, with 7 years of industry experience. Aleatha 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

15255 S. 94th Ave. 5th Flr, Orland Park, IL, 60462

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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 ActivitiesSells Insurance

Aleatha is an insurance agent selling various insurance products, including life, health, disability, annuities, and long-term care. She is also involved in financial education, consulting, and marketing to securities clients, and serves as a board member for Woodlawn Management LLC.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2023 - Present · 2 yrs 8 mos
Cetera Wealth Services, LLCBroker
May 2023 - Present · 3 yrs
Cetera Wealth Services, LLC
May 2023 - Present · 3 yrs
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
February 2019 - May 2023 · 4 yrs 3 mos
State Registrations6 states
GAILINNCNJNY
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.
Aleatha Wilson - Financial Advisor | TrueAdvisor