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Connorbo Winters

1 Year of Experience
Duncan, OK
Broker

Connorbo Winters is a registered investment advisor at Cetera Investment Advisers LLC, based in Duncan, OK, with 1 years of industry experience. Connorbo 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

728 W Main St, Duncan, OK, 73533

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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

Connorbo works as a fire protection engineer at Black and Veatch, dedicating full-time hours to developing fire protection designs. Additionally, Connorbo works as a financial professional at YS Asset Management, spending about 10-20% of his time providing financial services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2025 - Present · 1 yr 1 mo
Cetera Wealth Services, LLCBroker
October 2024 - Present · 1 yr 7 mos
State Registrations1 state
OK
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.