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William Omalley

49 Years of Experience
Willowbrook, IL
3 DisclosuresBrokerSells Insurance

William Omalley is a registered investment advisor at Cetera Investment Advisers LLC, based in Willowbrook, IL, with 49 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

330 61st St, Willowbrook, IL, 60527

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History

Regulatory History (3)
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Judgment / Lien
April 2015
Judgment / Lien
October 2011
Judgment / Lien
February 2010
Other Business ActivitiesSells Insurance

William is a fixed insurance agent selling life insurance and annuities since 1990, dedicating minimal time per week. He also serves as Secretary of the Endowment Committee for Good Shepherd Church, spending minimal time per week taking minutes and voting on issues.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
December 1992 - Present · 33 yrs 5 mos
Cetera Wealth Services, LLCBroker
December 1992 - Present · 33 yrs 5 mos
Previous Registrations
Cetera Advisor Networks LLC
February 1998 - June 2023 · 25 yrs 4 mos
Long Grove Trading CO.Broker
March 1991 - December 1992 · 1 yr 9 mos
Dean Witter Reynolds INC.Broker
March 1981 - March 1991 · 10 yrs
Paine, Webber, Jackson & Curtis INC.Broker
January 1980 - March 1981 · 1 yr 2 mos
Paine, Webber, Jackson & Curtis IncorporatedBroker
June 1976 - January 1980 · 3 yrs 7 mos
State Registrations10 states
CAFLILINKSMIMNNYVAWI
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.