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William Whisenant

3 Years of Experience
Alexandria, LA
Broker

William Whisenant is a registered investment advisor at Cetera Investment Advisers LLC, based in Alexandria, LA, with 3 years of industry experience. William 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

4641 Windermere Place, Alexandria, LA, 71303

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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 Activities

William operates under the DBA Oestriecher Financial Management Services for his LPL business since 2020. This activity is investment-related.

Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2025 - Present · 7 mos
Cetera Wealth Services, LLCBroker
October 2025 - Present · 7 mos
Previous Registrations
LPL Financial LLC
March 2023 - October 2025 · 2 yrs 7 mos
LPL Financial LLCBroker
December 2022 - October 2025 · 2 yrs 10 mos
State Registrations1 state
LA
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.
William Whisenant - Financial Advisor | TrueAdvisor