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Tami Wondergem

6 Years of Experience
Holland, MI
BrokerSells Insurance

Tami Wondergem is a registered investment advisor at Cetera Investment Advisers LLC, based in Holland, MI, with 6 years of industry experience. Tami 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

460 S Waverly Rd, Holland, MI, 49423

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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

Tami is a registered representative at DeLong & Brower Financial Services, focusing on investment and planning, dedicating nearly full-time hours to this role. She is also a consultant at Buursma Agency, licensed to offer health and Medicare insurance, but spends minimal time on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2023 - Present · 2 yrs 6 mos
Cetera Financial Specialists LLCBroker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Equitable Advisors, LLCBroker
June 2021 - September 2023 · 2 yrs 3 mos
Securities America, INC.Broker
March 2019 - June 2021 · 2 yrs 3 mos
State Registrations7 states
FLGAILMIMONVTX
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.