William Edward lloyd Dahle
Investment adviser representative at Cetera Investment Advisers LLC
32 yearsExperience
2 statesRegistered 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
32 years in the industry.
- Cetera Investment Advisers LLCSep 2021 to now
- Cetera Financial Specialists LLCSep 2021 to now
- Dahle Financial ServicesJul 2015 to now
- Dahle's Properties, LLCOct 2010 to now
- Avantax Advisory ServicesJan 2014 to Sep 2021
- Avantax Insurance Agency, LLCMay 2013 to Sep 2021
- Avantax Investment Services, Inc.Jul 1994 to Sep 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 2522783
- Firm CRD
- 105644