DD
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Dylan Devers

4 Years of Experience
Morrison, IL
Broker

Dylan Devers is a registered investment advisor at Cetera Investment Advisers LLC, based in Morrison, IL, with 4 years of industry experience. Dylan 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

301 E Main St, Morrison, IL, 61270

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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 Activities

Dylan is a board member for Self Help Enterprises Inc. and Sterling Rock Falls Jaycees, and an administrative assistant at Wells Financial Service. Dylan also owns and manages Wells Tax Consultants LLC, where he handles tax preparation, filing, planning, and consulting, dedicating about 10-20% of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
February 2022 - Present · 4 yrs 5 mos
Previous Registrations
Cetera Advisor Networks LLC
April 2022 - June 2023 · 1 yr 2 mos
State Registrations1 state
IL
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.
Dylan Devers - Financial Advisor | TrueAdvisor