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Dennis Michael Hellwig

Investment adviser representative at Cetera Investment Advisers LLC
17 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

17 years in the industry.

  1. Cetera Investment Advisers LLCJan 2025 to now
  2. Cetera Wealth Services, LLCJan 2025 to now
  3. Osaic Wealth, Inc.Oct 2024 to Jan 2025
  4. American Portfolios Financial Services, Inc.Oct 2009 to Oct 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law1990
  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (TX).

Cetera Investment Advisers LLC

$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2028988
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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