HW
CFP · ChFC
HW
CFP · ChFC

Hayden Willner

5 Years of Experience
Paynesville, MN
BrokerSells Insurance

Hayden Willner is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Paynesville, MN, with 5 years of industry experience. Hayden 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

203 Washburne Ave Ste 200, Paynesville, MN, 56362

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Hayden is an insurance agent for MAG Insurance Agency Inc, selling life and health insurance a few hours per week. He also works full-time as an investment advisory representative for CWM, LLC and as a financial professional for Carson Wealth, and owns MAG Holding Company, LLC.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cwm, LLC
July 2021 - Present · 4 yrs 10 mos
Cetera Wealth Services, LLCBroker
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
Cetera Advisor Networks LLC
August 2021 - June 2023 · 1 yr 10 mos
State Registrations12 states
AZCOFLIAILMNMONDNYWAWIWY
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.